Douglas W. Rodgers

FARTHER

Bartlesville, OK 74003

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CRD#: 2167562

Professional summary

Douglas Wayne Rodgers, who also goes by Doug Rodgers, Douglas W Rodgers, is a registered financial advisor currently at FARTHER located in Bartlesville, Oklahoma.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Douglas has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Doug Rodgers | Douglas W Rodgers

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.

Rodgers Link Financial Partners LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 2/11/2022; 100% of time spent during business hours; Conducted at branch; Investment related. Owner of Pooler Creek Farms; not investment related; not conducted at branch location.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Wayne Rodgers'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®

None

Experience

Current

September 3, 2025 - Present

FARTHER

Office #1: 600 Se Delaware Ave., Bartlesville, OK 74003

RIA

CRD#: 302050

Bartlesville, OK

Past

December 17, 2015 - September 4, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Bartlesville, OK

Past

December 17, 2015 - September 4, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Bartlesville, OK

Past

March 18, 1999 - December 23, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

BARTLESVILLE, OK

Past

February 8, 1999 - December 23, 2015

LPL FINANCIAL LLC

CRD#: 6413

BARTLESVILLE, OK

Past

September 17, 1996 - March 2, 1998

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 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

Texas
(9/4/2025)

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

What does exam status mean?

State Security Law Exam

IAR

Series 65

Status Unavailable

Passed: 3/1/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Status Unavailable

Passed: 9/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 9/16/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Status Unavailable

Passed: 3/2/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Status Unavailable

Passed: 9/30/1997

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

571

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (3/30/2026)

FORM ADV PART 2A (3/30/2026)

Regulatory assets under management

Total Number of Accounts	44,421
AUM (Assets Under Management)	$ 16,010,112,152

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Douglas W. Rodgers

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Douglas Wayne Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MOMENTUM INDEPENDENT NETWORK INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Passed: 3/1/1999

Series 63

Passed: 9/23/1996

SIE

Passed: 10/1/2018

Series 7

Passed: 9/16/1996

Series 6

Passed: 3/2/1993

Series 24

Passed: 9/30/1997

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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