Brad Rodgers, CFP®

VP - Branch Manager

+1 941-362-8701

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

10 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • Branch Manager, TD Ameritrade, 2018-2024
  • Senior Financial Consultant, TD Ameritrade, 2014-2018

Education

  • Bachelor of Science Business Administration, Management, WGU

Standard mailing address:

Charles Schwab & Co, Inc
Omaha Operation Center
P.O. Box 2339
Omaha, NE 68103

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