Christopher Michael Rodgers

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 03/2019
  Key Investment Services, Llc
  Indianapolis, IN
• 06/2015 → 07/2017
  Keybank
  Anderson, IN
• 07/2017 → 03/2019
  Keybank
  Noblesville, IN
• 03/2019 → 07/2019
  Keybank
  Noblesville, IN
• 03/2019 → 07/2019
  Key Investment Services
  Indianapolis, OH
• 09/2019 → 01/2022
  Financial Enhancement Group Llc
  Anderson, IN
• 10/2019 → 01/2022
  World Equity Group
  Arlington Heights, IL
• 01/2022 → 07/2024
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Clayton, MO

Previous Registrations

• 2022-02-15 → 2024-11-14
  Buckingham Strategic Wealth, Llc
  Indianapolis, IN
  St Louis, MO
• 2019-11-13 → 2021-12-20
  World Equity Group, Inc.
  Schaumburg, IL
  Anderson, IN
  Schaumburg, IL
• 2019-10-08 → 2021-12-20
  Financial Enhancement Group
  Anderson, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-20
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Designations

• Certified Financial Planner

Other Names

• Christopher Rodgers
• Christopher Michael Rodgers