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Rodney Gerald Pender

Advisor at Edward Jones — Adrian, MI N Adrian Hwy

Updated today

Credentials

CFP®, Series 66

Experience

15 years

Location

Adrian, MI 49221

Edward Jones logo

Edward Jones

Institution

Total advisors

24,118

Across 14,155 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Rodney Pender is a CFP® professional with 15 years of industry experience and has been with Edward Jones since 2010. He holds a residential builder’s license, which he maintains for property repairs and mentors others in real estate investing. Pender serves on multiple community and nonprofit boards, including the Vernon & Alice Pratt Foundation and the Lenawee County Education Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and managed solutions supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Adrian, MI N Adrian Hwy

3124 N Adrian Hwy Suite 100

Adrian MI 49221

Advisors at this office

1

Most active in

Michigan

Work history

15 years of industry experience

Edward Jones

2010 - Present • 16 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Jeffrey Condon is a Series 66 licensed advisor with six years of industry experience, currently serving at Fairway Investment Group, LLC. His prior roles include positions at Paradigm Equities, Inc. and MEA Financial Services. Outside of his advisory work, he assists as a track timer for Adrian Public Schools during the track season. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial–sponsored programs, operating largely on a non-discretionary basis with tailored recommendations based on fundamental, technical, and cyclical analysis.

Wealth management Passive / index investing Real estate investing Educators, Teachers, and Academics
user avatar

David L

Series 63, Series 66

Adrian, MI

Creative Financial Designs, Inc.

David Lolley is a financial advisor with Creative Financial Designs, Inc., holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He worked for Lincoln Financial Securities Corporation for 15 years and has operated Lolley Financial since 2001. In addition to his advisory roles, he manages marketing and operations for Lolley Wealth Management, a business supporting insurance and investment sales. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with discretionary and non-discretionary investment management and financial planning. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies from passive ETFs to tactically managed portfolios, including Biblical Responsible Investing options.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
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James R

Series 63, Series 65

Brooklyn, MI

Capital Analysts

James Roumell is a financial advisor with Capital Analysts in Brooklyn, MI. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. His prior work includes nine years at Legend Equities Corporation followed by nine years at Lincoln Investment. Capital Analysts serves a diverse clientele, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management using a combination of in-house model portfolios, third-party managers, and advisor-managed strategies.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar

Lynette S

Series 63, Series 65

Adrian, MI

Packerland Brokerage Services, Inc.

Lynette Sayler is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. She has been with Packerland since 2021 and also serves as president of Sayler's Accounting & Tax Spec, Inc., a company she founded in 1990. Additionally, she is a board member of the Lenawee County Mission-Prospectives, a nonprofit organization. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, combining brokerage and advisory services to meet client needs.

Retirement income strategy Options & derivatives strategies Wealth management
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Matthew Babcock is a financial advisor at Hantz Financial Services, Inc. in Tecumseh, MI, holding the ChFC® and Series 63 designations with 35 years of industry experience. He has been with Hantz Financial Services since 1999. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and unified managed account solutions, and offers a range of financial planning, wealth management, and fiduciary services supported by expanded implementation capabilities and affiliated businesses.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Andrew Dowding is a financial advisor at Hantz Financial Services, Inc. with four years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Hantz Financial Services in 2021, he worked at Alro and held roles at Quicken Loans and Wayne State University. Hantz Financial Services, Inc. is a multi-advisor enterprise managing approximately $10 billion in client assets. The firm serves individual investors, including high-net-worth clients, as well as corporate and retirement plan sponsors, offering diversified, ETF-centered portfolios alongside financial planning, wealth management, and retirement consulting services.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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