William Joseph Rogers

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Evans, GA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Evans, GA

Other Businesses

Real Estate Ownership; Commercial; 601 N. Belair Square, STE 29, Evans GA 30809, ,; Not Investment-Related; 11/01/1999 / Commercial; 11500 280th Ave,New Auburn, WI 54757, ,; Not Investment-Related; 09/01/2018. Business Ownership; Evans Office LLC; ; This LLC will be used to manage staff and office costs of my Financial Advisory Franchise; 601 N Belair Square, STE 29Evans, GA 30809, ,; Not Investment-Related; 05/12/2014; 10 to 19 hours per month; 1 to 9 during trading hours / Hess Homes LLC; ; Real Estate holding company owning Apartment Complexes. This was previously disclosed in July of 2011 and per John J Quinn, Sales Supervision Manager - Outside Business Activities, CSU we are moving this disclosure from the Real Estate Ownership section to the Business ownership section.; Hess Street, Fairbanks AK, ,; Investment-Related; 08/01/2011; 1 to 9 hours per month; 0 during trading hours / Monument Financial LLC; ; This is a holding company for the office rental property we own.; 601 N. Belair Office Sq.Ste 29Evans, GA 30809, ,; Not Investment-Related; 11/01/1999; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Homes For Our Troops; I am providing pro bono financial planning to a military family through Homes for Our Troops, a FPA-sponsored pro bono financial planning program. This activity involves no use of Ameriprise-branded materials and no sale of Ameriprise products.; Foundation for Financial Planning 1425 K Street NW, Suite 750 Wa, ,; ; 09/23/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Authoring a book; I would like to write a short book identifying how the reader could improve their financial life. I would go into both financial concepts and emotional or psychological concepts in my writing. The intended audience for the book is the general public, but since I plan to offer the book to fellow advisors, clients and prospective clients I feel this would need to be signed off on by ACMR (who needs OBA approval before I can submit to them). I plan to market the book via media appearances, a web site dedicated for the book (not my Ameriprise web site) and my personal social media. The core advice would come down to having the reader identify their core values. With their core values in mind to develop goals consistent with their values in the areas of Financial Wealth, Physical Wealth, Personal Health Wealth and Time Wealth. If possible, I would like to share experiences I've had with clients and even include client written descriptions of their experiences with me about the emotional side of identifying what's truly important to them. Topics to cover would include: Identifying core values Defining wealth Finding an Accountability Partner Overcoming Fear Dealing with emotions The interviewing process between a client and financial advisor, and how important it is for the advisor the reader decides to work with needs to understand more than just the numbers. Goal setting with heart (recognizing emotion goals, not so much financial goals). I've put together an outline of what I'd like to wright (essentially what's above). but I do not have a title or anything finished at this time. I placed the start date as tomorrow as I'd like to begin in earnest putting this together. There is not a web site for the book, but I would like to create one if possible. ; 6413 Rousseau Creek Road, , Thomson, GA, 30824; Not Investment-Related; 03/21/2025; 1 to 9 hours per month; 0 during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-14
• S63 Uniform Securities Agent State Law Examination
  1992-06-24

Other Names

• Will Rogers