Brittany J. Rogers

SOVEREIGN FINANCIAL GROUP

Colorado Springs, CO 80921

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CRD#: 6920195

Professional summary

Brittany Jean Rogers, who also goes by Brittany Jean Betz, Brittany Jean Byrnes, Brittany Jean Littleton, is a registered financial advisor currently at SOVEREIGN FINANCIAL GROUP, INC. located in Colorado Springs, Colorado.

Brittany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brittany has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brittany Jean Betz | Brittany Jean Byrnes | Brittany Jean Littleton

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.

5) INSURANCE SALES. INVESTMENT RELATED. 13540 NORTHGATE ESTATES DR., #100, COLORADO SPRINGS, 80921. LIFE INSURANCE. REGISTERED AGENT. STARTED 06/2018. 10 HRS/MO DEVOTED - 10 DURING TRADING. DUTIES ARE THE SALES OF LIFE INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Jean Rogers'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

March 17, 2023 - Present

SOVEREIGN FINANCIAL GROUP, INC.

Office #1: 13540 Northgate Estates Dr. Suite 100, Colorado Springs, CO 80921

RIA

CRD#: 294314

Colorado Springs, CO

Past

March 1, 2018 - March 20, 2023

ACCELERATED WEALTH ADVISORS LLC

RIA

CRD#: 170022

COLORADO SPRINGS, CO

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".

SOVEREIGN FINANCIAL GROUP, INC.

CRD#: 294314 / SEC#: 801-114529

RIA

Registered Investment Advisory firm - (1/31/2019 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

Colorado
(3/17/2023)

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 65

Date: 2/19/2018

Uniform Investment Adviser Law Examination

Current Firm

SOVEREIGN FINANCIAL GROUP, INC.

CRD#: 294314 / SEC#: 801-114529

RIA

Registered Investment Advisory firm - (1/31/2019 Approved)

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Contact information

Main Address

35 West Broad Street Suite 100, Stamford, CT 06902

Mailing Address

Phone number

(888) 765-8180

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOVEREIGN FINANCIAL GROUP, INC FIRM BROCHURE (10/31/2025)

Regulatory assets under management

Total Number of Accounts	3,304
AUM (Assets Under Management)	$ 882,702,145

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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Brittany J. Rogers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Jean Rogers's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOVEREIGN FINANCIAL GROUP, INC.

ACCELERATED WEALTH ADVISORS LLC

Primary Firm SEC Registration

SOVEREIGN FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2018

Current Firm

SOVEREIGN FINANCIAL GROUP, INC.

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOVEREIGN FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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