Matthew D. Rodgers

NOVA R WEALTH

Overland Park, KS 66210

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CRD#: 6653883

Professional summary

Matthew David Rodgers, who also goes by Matthew Rodgers, is a registered financial advisor currently at NOVA R WEALTH, INC. located in Overland Park, Kansas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew 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 Matthew David 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

May 29, 2018 - Present

NOVA R WEALTH, INC.

Office #1: 9990 College Blvd., Overland Park, KS 66210

RIA

CRD#: 169574

Overland Park, KS

Past

December 8, 2017 - April 30, 2018

STEPHENS

RIA

CRD#: 3496

LITTLE ROCK, AR

Past

September 19, 2017 - April 30, 2018

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

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".

NOVA R WEALTH, INC.

JANICE ADVISORS, LLC | NOVA R WEALTH, INC.

CRD#: 169574 / SEC#: 801-78933

RIA

Registered Investment Advisory firm - (1/2/2014 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

Kansas
(5/29/2018)

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: 11/22/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2017

General Securities Representative Examination

Current Firm

NOVA R WEALTH, INC.

JANICE ADVISORS, LLC | NOVA R WEALTH, INC.

CRD#: 169574 / SEC#: 801-78933

RIA

Registered Investment Advisory firm - (1/2/2014 Approved)

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Contact information

Main Address

9990 College Blvd., Overland Park, KS 66210

Mailing Address

Phone number

(913) 225-9201

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NOVA R WEALTH DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	888
AUM (Assets Under Management)	$ 411,967,443

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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Matthew D. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew David Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

NOVA R WEALTH, INC.

STEPHENS

STEPHENS

Primary Firm SEC Registration

NOVA R WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/22/2017

SIE

Date: 4/30/2018

Series 7

Date: 9/19/2017

Current Firm

NOVA R WEALTH, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVA R WEALTH, INC.

TRUST BUT VERIFY

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