Donald R. Rodgers

ADAMSBROWN WEALTH CONSULTANTS LLC

LITTLE ROCK, AR 72211

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CRD#: 2154154

Professional summary

Donald Ray Rodgers Jr, CFP®, who also goes by Don Rodgers Jr, is a registered financial advisor currently at ADAMSBROWN WEALTH CONSULTANTS LLC located in Little Rock, Arkansas.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Donald has worked at 16 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Rodgers Jr

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Independent Insurance Agent; No; 10809 Executive Drive, Suite 111, Little Rock, AR. 72211; Fixed Insurance Sales and Service; 02/27/2024; 5 Hours per Month; 5 Hours per Month During Securities Trading Hours; Sales and Service of Insurance Policies.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Ray Rodgers Jr's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

March 10, 2025 - Present

ADAMSBROWN WEALTH CONSULTANTS LLC

Office #1: 10809 Executive Center Drive Suite 204, Little Rock, AR 72211

RIA

CRD#: 308410

LITTLE ROCK, AR

Past

March 13, 2024 - January 6, 2025

ADAMSBROWN WEALTH CONSULTANTS LLC

RIA

CRD#: 308410

LITTLE ROCK, AR

Past

October 25, 2019 - February 29, 2024

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

Dallas, TX

Past

October 25, 2019 - February 28, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

Little Rock, AR

Past

September 2, 2015 - October 25, 2019

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

LITTLE ROCK, AR

Past

August 25, 2015 - October 25, 2019

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

LITTLE ROCK, AR

Past

August 22, 2011 - November 17, 2015

HORNOR, TOWNSEND & KENT, LLC

RIA

CRD#: 4031

LITTLE ROCK, AR

Past

August 1, 2011 - August 31, 2015

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

LITTLE ROCK, AR

Past

March 8, 2007 - August 12, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LITTLE ROCK, AR

Past

March 8, 2007 - August 12, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

LITTLE ROCK, AR

Past

June 22, 2004 - March 12, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LITTLE ROCK, AR

Past

June 18, 2004 - March 12, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LITTLE ROCK, AR

Past

December 19, 2003 - March 8, 2004

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

August 12, 2003 - January 20, 2004

WELLSTONE SECURITIES, LLC

CRD#: 121559

CUMMING, GA

Past

January 7, 2002 - August 13, 2003

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

March 20, 2000 - November 30, 2001

SIMMONS FIRST INVESTMENT GROUP, INC.

CRD#: 47439

LITTLE ROCK, AR

Past

September 5, 1996 - March 21, 2000

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

CONSHOHOCKEN, PA

Past

July 29, 1996 - December 31, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

January 16, 1992 - June 3, 1996

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

September 26, 1991 - February 3, 1992

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(3/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/28/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/10/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 7/25/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/8/1993

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/10/1991

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/24/2007

General Securities Principal Examination

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

CRD#: 308410 / SEC#: 801-118670

RIA

Registered Investment Advisory firm - (5/7/2020 Approved)

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Contact information

Main Address

358 N Main Street Suite 100, Wichita, KS 67202

Mailing Address

Phone number

(316) 683-2067

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADAMSBROWN DISCLOSURE BROCHURE AND PRIVACY POLICY (10/2/2025)

Regulatory assets under management

Total Number of Accounts	3,991
AUM (Assets Under Management)	$ 880,935,144

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald R. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Ray Rodgers Jr's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADAMSBROWN WEALTH CONSULTANTS LLC

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

SII INVESTMENTS, INC.

WELLSTONE SECURITIES, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

SIMMONS FIRST INVESTMENT GROUP, INC.

HORNOR, TOWNSEND & KENT, LLC

1717 CAPITAL MANAGEMENT COMPANY

STEPHENS

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

ADAMSBROWN WEALTH CONSULTANTS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/28/1999

Series 63

Date: 9/10/1991

SIE

Date: 10/1/2018

Series 31

Date: 7/25/2005

Series 7

Date: 3/8/1993

Series 6

Date: 9/10/1991

Series 24

Date: 9/24/2007

Current Firm

ADAMSBROWN WEALTH CONSULTANTS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADAMSBROWN WEALTH CONSULTANTS LLC

TRUST BUT VERIFY

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