Timothy R. Rodgers

NOVA R WEALTH

Overland Park, KS 66210

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CRD#: 735129

Professional summary

Timothy Ray Rodgers, CFP®, who also goes by Tim Rodgers, Timothy Rodgers, is a registered financial advisor currently at NOVA R WEALTH, INC. located in Overland Park, Kansas.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Timothy has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Rodgers | Timothy 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 Timothy Ray 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®

CFP^®

Certified Financial Planner

Experience

Current

August 4, 2014 - Present

NOVA R WEALTH, INC.

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

RIA

CRD#: 169574

Overland Park, KS

Past

September 30, 2014 - October 9, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Overland Park, KS

Past

January 1, 2008 - August 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OVERLAND PARK, KS

Past

January 1, 2008 - August 12, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OVERLAND PARK, KS

Past

March 27, 1998 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

OVERLAND PARK, KS

Past

May 12, 1989 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

OVERLAND PARK, KS

Past

March 21, 1989 - June 12, 1989

STERN BROTHERS & CO.

CRD#: 16325

Past

September 15, 1988 - March 16, 1989

UNDERWOOD, NEUHAUS & CO., INCORPORATED

CRD#: 839

Past

March 8, 1983 - September 27, 1988

LM CONSOLIDATED FINANCIAL CORP.

CRD#: 789

Past

September 24, 1982 - March 8, 1983

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

Past

June 22, 1981 - October 1, 1982

LOWELL H. LISTROM & COMPANY INC.

CRD#: 6336

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
(8/4/2014)

IAR

Texas
(8/6/2014)

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

Series 63

Date: 7/21/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/9/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/1981

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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Advisor Monitoring

Firm Stability Insights

Timothy R. Rodgers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Ray Rodgers's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

STERN BROTHERS & CO.

UNDERWOOD, NEUHAUS & CO., INCORPORATED

LM CONSOLIDATED FINANCIAL CORP.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

LOWELL H. LISTROM & COMPANY INC.

Primary Firm SEC Registration

NOVA R WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/21/1981

SIE

Date: 10/9/2015

Series 7

Date: 6/20/1981

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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