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Andrew R

Series 65, Series 63

Marion, IL

OSAIC

Andrew Rogers is a financial advisor with OSAIC who holds Series 65 and Series 63 licenses and has 11 years of industry experience. He previously worked at Alliance Wealth Management and currently co-owns a screen printing business, The Ink Spot. Rogers also owns Rogers Strategic Wealth, where he sells insurance and health insurance products. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing advanced asset-allocation tools, with portfolios that can include a range of securities and may be managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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