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Rodney Gene Weakley

Advisor at Charles Schwab — St Clair, MO

Updated today

Credentials

Series 66

Experience

18 years

Location

St Clair, MO 63077

Charles Schwab logo

Charles Schwab

Institution

Total advisors

6,774

Across 756 offices

Clients per advisor

141 Very High

Avg AUM per client

$0 Very Low

HNW client ratio

0% Very Low

About

Rodney Weakley is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Charles Schwab. His prior experience includes roles at TD Ameritrade, Scottrade, Aerofil Technology, and Dominoes. Outside of financial advising, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells honey and related products at farmers markets. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Client services

Based on Charles Schwab

Financial planning Selection of other advisers
Wrap fee program sponsor and financial planning advisor referral program

Expertise

Based on Charles Schwab

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)

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Fee options

Percentage

$0 - $1,000,000: 0.80% annually More than $1,000,000 - $2,000,000: 0.75% annually More than $2,000,000 - $5,000,000: 0.70% annually More than $5,000,000 - $10,000,000: 0.50% annually More than $10,000,000 - $25,000,000: 0.30% annually More than $25,000,000+: 0.30% annually or less, as negotiated

Other

Account minimum: $500,000 Minimum fee: Quarterly minimum fee equal to the lesser of $1,000 or the quarterly fee from applying a 1.60% annual percentage rate to total billable assets. Fee-only: Yes - The Schwab Wealth Advisory program charges a wrap fee including advisory, brokerage, custody, and administrative fees; no separate commissions are charged on trades within the program.

Location

See office

St Clair, MO

643 Forest Woods Trail

St Clair MO 63077

Advisors at this office

1

Most active in

Missouri

Work history

18 years of industry experience

Charles Schwab & Co.

2023 - Present • 3 years

St. Clair, MO

TD Ameritrade, INC.

2018 - 2024 • 6 years

St Louis, MO

Scottrade

2017 - 2018 • 1 year

St.Louis, MO

Aerofil Technology

2016 - 2017 • 1 year

Sullivan, MO

Dominoes

2015 - 2017 • 2 years

Sullivan, MO

Stifel Independent Advisors, LLC

2012 - 2016 • 4 years

MO

Edward Jones

2007 - 2012 • 5 years

MO

Disclosures

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

Business activities & affiliations

user avatar

Mitchell K

Series 66

Sullivan, MO

Mitchell Kramer Advisors LLC

Mitchell Kramer is the principal advisor at Mitchell Kramer Advisors LLC, holding a Series 66 designation with three years of industry experience. Prior to founding his firm, he worked at Stifel for four years and has held roles in insurance and other industries. Outside of advisory work, he is involved in equine and rodeo announcing and podcasting through his ownership of Showcase Elite Equine LLC and serves as president of the Cowboy Mounted Shooting Association. Mitchell Kramer Advisors LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach, including fundamental and technical analysis, and offers both discretionary and non-discretionary management along with an hourly financial planning option.

Options & derivatives strategies Active portfolio management Annuities
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Billy W

Series 63, Series 65

Union, MO

Benjamin F. Edwards & Company, Inc.

Billy Wisdom is a financial advisor at Benjamin F. Edwards & Company, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2009. Outside of his advisory role, he owns Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, with portfolios monitored by an Investment Strategy Committee and supported by a combination of custodian services, internal trading desks, and third-party managers.

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

Series 66

Villa Ridge, MO

&PARTNERS

J Delmain is a financial advisor with \u0026Partners, holding a Series 66 designation and 22 years of industry experience. Prior to joining \u0026Partners in 2024, he worked at UBS Financial Services for 11 years. \u0026Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning through a combination of proprietary and third-party strategies, using fundamental, technical, and quantitative analysis along with ongoing monitoring and reviews.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
user avatar

David I

ChFC®, Series 63, Series 65

Sullivan, MO

Empower Advisory Group

David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses, with 27 years of industry experience. His prior experience includes roles at Cetera and Paramount Financial LLC. Outside of finance, he is a co-owner of Cherie Irwin Photography, LLC, a graphic and web design business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns and integrates services closely with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Lucas J

Series 66

Union, MO

Kestra Advisory

Lucas Johnson is a financial advisor with Kestra Advisory, holding the Series 66 designation and bringing 12 years of industry experience. Prior to joining Kestra Advisory in 2017, he worked at National Planning Corporation from 2014 to 2017. In addition to his advisory role, Johnson is the president of St. Jordan Creek, Incorporated, a wine production and alcohol sales business. He also provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm provides fiduciary services, plan design, compliance testing, investment due diligence, and employee education, serving large institutional investors and managing approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Kimberly C

Series 63, Series 66

Villa Ridge, MO

Benjamin F. Edwards & Company, Inc.

Kimberly Church is a financial advisor at Benjamin F. Edwards & Company, Inc. with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she operates an Etsy shop selling vintage jewelry and accessories and is an independent distributor for Young Living. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management, utilizing a range of strategies monitored by an Investment Strategy Committee.

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