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Rodney Weakley

Advisor at Charles Schwab

Updated today

Location

St Clair, MO 63077

Credentials

Series 66

Industry experience

17 years

About

Rodney Weakley is a financial advisor with Charles Schwab, holding a Series 66 license and 17 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Century Securities Associates. Outside of finance, he owns and operates Alderaan Apiary, where he manages beekeeping activities and sells 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 and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options and is notable for its large scale and integrated service model.

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

643 Forest Woods Trail

St Clair, MO 63077

Most active in

Missouri

Work history

Charles Schwab & Co.

2023 - Present (3 years)

Td Ameritrade, Inc.

2018 - 2024 (6 years)

Scottrade

2017 - 2018 (1 year)

Aerofil Technology

2016 - 2017 (1 year)

Dominoes

2015 - 2017 (2 years)

Century Securities Associates, Inc.

2012 - 2016 (4 years)

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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Mitchell K

Series 66

Sullivan, MO

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Mitchell Kramer is the principal of Mitchell Kramer Advisors LLC and holds a Series 66 license with three years of industry experience. Before founding his firm, he worked at Stifel for four years and has a diverse background including roles in insurance and construction. Outside of finance, he is involved in equine and rodeo announcing 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 variety of analytical methods and strategies, primarily recommending blue-chip equities, and offers both discretionary and non-discretionary management alongside hourly financial planning options.

Options & derivatives strategies Active portfolio management Annuities
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Billy W

Series 63, Series 65

Union, MO

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Billy Wisdom is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Benjamin F. Edwards since 2009. Outside of his advisory role, he is the owner of Wisdom Designs, a non-investment-related business. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a variety of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing oversight and periodic review.

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

Series 66

Villa Ridge, MO

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J Delmain is a financial advisor at &Partners with 22 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 11 years. &Partners serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and private business owners. The firm offers a broad range of services such as portfolio management, financial and tax planning, estate and trust consulting, and retirement plan education, combining platform technology with proprietary and third-party strategy models to provide both discretionary and non-discretionary management.

Wealth management Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner Retired Executive
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David I

ChFC®, Series 63, Series 65

Sullivan, MO

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David Irwin is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including roles at Cetera and Paramount Financial LLC. Outside of finance, he co-owns 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 participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns and savings rates within plan lineups selected by plan sponsors.

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

Series 66

Union,, MO

Kestra Advisory

Lucas Johnson is a Series 66 licensed financial advisor with 11 years of industry experience. He has been with Kestra Advisory since 2017 and previously worked at National Planning Corporation. Outside of advisory services, Johnson is president of St. Jordan Creek, Incorporated, a wine production business, and provides consulting services related to divorce financial analysis and asset tracing. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm provides fiduciary consulting, plan design, and investment advice, supporting its recommendations with thorough due diligence and offering access to multiple management platforms and complex products.

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

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