Rogers Wealth Management Services

Finance · 1-10 Employees

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Overview

Phone Number

(239) 204-5554

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Rogers Wealth Management Services

Sean grew up in the Northeastern suburbs of Cleveland, Ohio and stayed close to home during his undergraduate education at John Carroll University. In late 2005 he relocated to Bonita Springs, FL. Just a few months later he met his wife, Krista. Sean and Krista now live and work in the Estero, FL area and were just recently blessed with the newest addition to their family, Colin Andrew Rogers. They enjoy many of the great things that Southwest Florida has to offer but both grew up in the Midwest and do the best that they can to stay connected to their roots in Ohio and Michigan especially in the summertime. Seans current shortlist of hobbies and interests includes the following: General mind & body wellness via the integration of nutrition, movement, stress management, sleep, environment, and general controllable factors that could possibly enhance the quality and length of life Ongoing education and growth in all areas of life via books, articles, podcasts, events, etc Ice hockey (SeaRead more
Rogers Wealth Management Services's Social MediaPopular SearchesRogers Wealth Management Services LLCSIC Code 62,628NAICS Code 52,523Show more

Rogers Wealth Management Services Org Chart

PhoneEmail
RC

Manager, Social Media

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rogers Wealth Management ...

<$5M
1-10
Private
-
-
RC
Rogers CoManager, Social Media
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
-
1998
KL
Kathleen LazorClient Relationship Manager
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rogers Wealth Management Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rogers Wealth Management Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rogers Wealth Management Services.

Rogers Wealth Management Services Tech Stack

A closer look at the technologies used by Rogers Wealth Management Services

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Frequently Asked Questions Regarding Rogers Wealth Management Services

What is Rogers Wealth Management Services's official website?
Rogers Wealth Management Services's official website is www.rogersfin.com
What is Rogers Wealth Management Services's Revenue?
Rogers Wealth Management Services's revenue is <$5 Million
What is Rogers Wealth Management Services's SIC code?
Rogers Wealth Management Services's SIC: 62,628
What is Rogers Wealth Management Services's NAICS code?
Rogers Wealth Management Services's NAICS: 52,523
How many employees does Rogers Wealth Management Services have?
Rogers Wealth Management Services has 1-10 employees
What industry does Rogers Wealth Management Services belong to?
Rogers Wealth Management Services is in the industry of: Finance, Insurance, Securities Trading
What is Rogers Wealth Management Services competition?
Rogers Wealth Management Services top competitors include: Charles Carroll Financial Partners, Covenant Wealth Advisors, Westex Investment Services, Estes Wealth Strategies
What technology does Rogers Wealth Management Services use?
Some of the popular technologies that Rogers Wealth Management Services uses are: WordPress.org, WordPress.com, Google Workspace, Gmail
How do I contact Rogers Wealth Management Services?
Rogers Wealth Management Services contact info: Phone number: (239) 204-5554 Website: www.rogersfin.com
What does Rogers Wealth Management Services do?

Sean grew up in the Northeastern suburbs of Cleveland, Ohio and stayed close to home during his undergraduate education at John Carroll University. In late 2005 he relocated to Bonita Springs, FL. Just a few months later he met his wife, Krista. Sean and Krista now live and work in the Estero, FL area and were just recently blessed with the newest... addition to their family, Colin Andrew Rogers. They enjoy many of the great things that Southwest Florida has to offer but both grew up in the Midwest and do the best that they can to stay connected to their roots in Ohio and Michigan especially in the summertime. Seans current shortlist of hobbies and interests includes the following: General mind & body wellness via the integration of nutrition, movement, stress management, sleep, environment, and general controllable factors that could possibly enhance the quality and length of life Ongoing education and growth in all areas of life via books, articles, podcasts, events, etc Ice hockey (Sean found himself on ice skates at an early age and played organized hockey through high school, college, and more recently in local mens league teams in Southwest Florida) Sean earned his Bachelors degree from John Carroll University with a major in Business Management and a minor in Psychology. Shortly after relocating to Southwest Florida in 2005 he began to pursue a career in the financial services industry as a mortgage professional. It did not take long for him to recognize that this particular segment of the industry was driven by short term transactional relationships. Seeking an opportunity to pursue relationships with clients that were longer term and wider in scope, in 2007 he began the process of becoming licensed to deliver insurance and investment advice to the public. By the end of 2008, he obtained his Florida 215 insurance license, passed the Series 7 General Securities Representative Exam (GSRE), and also passed the Series 66 (The Uniform Combined State Law) examination. From 2008 thru September of 2014, Sean ...Read More

What are Rogers Wealth Management Services social media links?
Rogers Wealth Management Services Linkedin page Rogers Wealth Management Services Twitter page Rogers Wealth Management Services Facebook page
Is Rogers Wealth Management Services a public company?
Rogers Wealth Management Services is private company therefore does not currently have an official ticker symbol
See more information about Rogers Wealth Management Services

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