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DR

Douglas W. Rodgers

FARTHER
Bartlesville, OK 74003
Some features on this profile are disabled
CRD#: 2167562
DR

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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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

BD
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

BD
CRD#: 6413
BARTLESVILLE, OK
Past

September 17, 1996 - March 2, 1998

MOMENTUM INDEPENDENT NETWORK INC.

BD
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".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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
Oklahoma
(9/3/2025)
IAR
Texas
(9/4/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/23/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/16/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/2/1993
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/30/1997
General Securities Principal Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

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
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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.

Company Information

FARTHER

CRD#: 302050Bartlesville, OK 74003

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