Krista M. Rogers

ROGERS CONSULTING ASSOCIATES

St. Louis, MO 63124

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CRD#: 5815629

Professional summary

Krista Michelle Rogers, who also goes by Krista Michelle Hajec, Krista Michelle Williamson, is a registered financial advisor currently at ROGERS CONSULTING ASSOCIATES, INC. located in St. Louis, Missouri.

Krista is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Krista has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Krista Michelle Hajec | Krista Michelle Williamson

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. ROGERS AND ASSOCIATES PC - PUBLIC ACCOUNTING FIRM, 121 HUNTER AVENUE, SUITE 100 ST. LOUIS, MO 63124,DIRECTOR, SEC/TREASURER, START DATE 10/2004, 2-5 HOURS PER WEEK, MY DUTIES TO THE OTHER BUSINESS IS TO PROVIDE FINANCIAL PLANNING, TAX PREPARATION, ACCOUNTING, AND SENIOR MANAGEMENT SERVICES. I SUPERVISE ALL OF THE PROFESSIONAL STAFF OF MY FIRM. .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krista Michelle Rogers'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

December 26, 2013 - Present

ROGERS CONSULTING ASSOCIATES, INC.

Office #1: 121 Hunter Ave, Suite 100, St. Louis, MO 63124

RIA

CRD#: 169931

St. Louis, MO

Past

November 8, 2012 - March 5, 2014

ROGERS & ASSOCIATES P.C.

RIA

CRD#: 165860

ST. LOUIS, MO

Past

August 17, 2010 - October 18, 2012

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

VALLEY PARK, MO

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

Missouri
(12/26/2013)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/23/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/16/2010

General Securities Representative Examination

Current Firm

ROGERS CONSULTING ASSOCIATES, INC.

CRD#: 169931 / SEC#:

Missouri

Registered Investment Advisory firm - (1/1/2014 Approved)

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Contact information

Main Address

121 Hunter Ave, Suite 100, St. Louis, MO 63124

Mailing Address

Phone number

(314) 721-4443

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	63
AUM (Assets Under Management)	$ 75,190,400

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/22/2024	Cover Page	Report
09/29/2023	Cover Page	Report
11/07/2022	Cover Page	Report

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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Krista M. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krista Michelle Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROGERS CONSULTING ASSOCIATES, INC.

ROGERS & ASSOCIATES P.C.

FIRST HEARTLAND CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/23/2010

Series 7

Date: 8/16/2010

Current Firm

ROGERS CONSULTING ASSOCIATES, INC.

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ROGERS CONSULTING ASSOCIATES, INC.

TRUST BUT VERIFY

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