Andrea D. Rodgers

TRUSTAGE INVESTMENT MANAGEMENT

Cumming, GA 30028

Some features on this profile are disabled

CRD#: 2842719

Professional summary

Andrea D Rodgers, who also goes by Andrea Dawn Inman, Andrea Dawn Inman-rodgers, Andrea D Inmanrodgers, Andrea Dawn Rodgers, is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Cumming, Georgia and CUNA BROKERAGE SERVICES, INC. located in Denver, Iowa.

Andrea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Andrea has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrea Dawn Inman | Andrea Dawn Inman-Rodgers | Andrea D Inmanrodgers | Andrea Dawn 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea D Rodgers's 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

October 12, 2012 - Present

TRUSTAGE INVESTMENT MANAGEMENT

Office #1: 42, Cumming, GA 30028

RIA

CRD#: 105960

Cumming, GA

Current

February 18, 2009 - Present

CUNA BROKERAGE SERVICES, INC.

CRD#: 13941

Denver, IA

Past

February 18, 2009 - August 20, 2013

CUNA BROKERAGE SERVICES, INC.

RIA

CRD#: 13941

CUMMING, GA

Past

June 22, 2006 - January 2, 2009

STANCORP INVESTMENT ADVISERS, INC.

RIA

CRD#: 110228

PLANO, TX

Past

November 12, 2004 - January 2, 2009

STANCORP EQUITIES, INC.

CRD#: 19517

PLANO, TX

Past

November 17, 2003 - August 13, 2004

CLARK SECURITIES, INC.

CRD#: 43803

GREENSBORO, NC

Past

May 3, 1999 - August 18, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 3, 1999 - August 18, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

TRUSTAGE INVESTMENT MANAGEMENT

MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA

Registered Investment Advisory firm - (1/4/1983 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(10/12/2012)

Georgia
(3/8/2013)

IAR

Georgia
(7/25/2013)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/16/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/30/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

TRUSTAGE INVESTMENT MANAGEMENT

MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA

Registered Investment Advisory firm - (1/4/1983 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5910 Mineral Point Rd, Madison, WI 53705

Mailing Address

Phone number

(608) 238-5851

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEMBERS CAPITAL ADVISORS (D/B/A TRUSTAGE INVESTMENT MANAGEMENT) BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	363
AUM (Assets Under Management)	$ 37,252,230,000

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.

Similar Advisors

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

Stephen Johnson

GREAT BAY WEALTH MANAGEMENT

IAR

Roswell, GA

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrea D. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrea D Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

CUNA BROKERAGE SERVICES, INC.

CUNA BROKERAGE SERVICES, INC.

STANCORP INVESTMENT ADVISERS, INC.

STANCORP EQUITIES, INC.

CLARK SECURITIES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUSTAGE INVESTMENT MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/16/2006

Series 63

Date: 5/7/1999

SIE

Date: 10/1/2018

Series 6

Date: 4/30/1999

FINRA

Current Firm

TRUSTAGE INVESTMENT MANAGEMENT

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUSTAGE INVESTMENT MANAGEMENT

TRUST BUT VERIFY

Similar Advisors