RIA Intelligence

RODGERS & ASSOCIATES, LLC

Legal name: RODGERS & ASSOCIATES

CRD #121700 SEC #801-62118 LANCASTER, PA 717-560-3800
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
19
Clients
--
Accounts
3,378

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTORNA Control
CONNORS, SUSAN, LEEIDIRECTOR OF OPERATIONSNA Control
CONNORS, SUSAN, LEEIDIRECTOR OF OPERATIONSNA Control
DELLINGER, JOHN, KNOXIVICE PRESIDENT, DIRECTORNA Control
DELLINGER, JOHN, KNOXIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIVICE PRESIDENT, DIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
EISENBERGER, MARK, ABRAMIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICESNA Control
HELVESTON, MICHAEL, SCOTTIDIRECTORNA Control
RODGERS, JESSICA, LEEIPRINCIPALNA Control
RODGERS, JESSICA, LEEIPRINCIPALNA Control
RODGERS, RICK, LEEIFINANCIAL ADVISORNA Control
RODGERS, RICK, LEEIFINANCIAL ADVISORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTISECRETARY, DIRECTORNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTOR/CHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIDIRECTORNA Control
SKRODINSKY, SANDRA, HORSTICHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
BLUESPRING WEALTH PARTNERS, LLCDEOWNERE Control
BLUESPRING WEALTH PARTNERS, LLCDEOWNERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENTE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LIPRESIDENTE Control
RODGERS, RICK, LIPRESIDENTE Control
RODGERS, RICK, LIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
RODGERS, RICK, LEEIPRESIDENTE Control
RODGERS, RICK, LEEIPRESIDENTE Control
RODGERS, RICK, LEEIPRESIDENTE Control
RODGERS, RICK, LEEIPRESIDENTE Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
RODGERS, RICK, LEEIPRESIDENTD Control
GIBSON, JESSICA, LEEIVICE PRESIDENT/GENERAL MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEIVICE PRESIDENT/OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEIVICE PRESIDENT/OFFICE MANAGERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEITREASURER, OFFICE MANAGERC Control
RODGERS, JESSICA, LEEICHIEF COMPLIANCE OFFICERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEIGENERAL MANAGER / TREASURERC Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORC Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORC Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
CONNORS, SUSAN, LEEIDIRECTOR, SECRETARYB Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICES, DIRECTORB Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICES, DIRECTORB Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICES, DIRECTORB Control
HELVESTON, MICHAEL, SCOTTIDIRECTOR OF ADVISER SERVICES, DIRECTORB Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORB Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORB Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORB Control
RODGERS, JESSICA, LEEITREASURER, DIRECTORB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
RODGERS, RICK, LEEIDIRECTOR, ADVISER, SHAREHOLDERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
SKRODINSKY, SANDRA, HORSTIPRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICERB Control
CARNEY, PATRICKISHAREHOLDER, ADVISERA
CARNEY, PATRICKISHAREHOLDER, ADVISERA
CARNEY, PATRICKISHAREHOLDER, ADVISERA
CARNEY, PATRICKISHAREHOLDER, ADVISERA
CARNEY, PATRICKISHAREHOLDER, ADVISERA
CARNEY, PATRICKISHAREHOLDER, ADVISERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KINGFISHER HOLDING GP, LLCDEKINGFISHER HOLDING, L.P.F Control
KESTRA ADVISOR SERVICES HOLDINGS A, INCDEKESTRA ADVISOR SERVICES HOLDINGS B, INCE Control
KESTRA ADVISOR SERVICES HOLDINGS B, INCDEKESTRA ADVISOR SERVICES HOLDINGS C, INC D/B/A KESTRA HOLDINGSE Control
KESTRA ADVISOR SERVICES HOLDINGS C, INC D/B/A KESTRA HOLDINGSDEKESTRA FINANCIAL, INCE Control
KESTRA FINANCIAL, INCDEBLUESPRING WEALTH PARTNERS, LLCE Control
KINGFISHER HOLDING A, INC.DEKINGFISHER HOLDING B, INC.E Control
KINGFISHER HOLDING B, INC.DEKESTRA ADVISOR SERVICES HOLDINGS A, INCE Control
KINGFISHER HOLDING, L.P.DEKINGFISHER HOLDING A, INC.E Control
OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P.DEOHCP VI ENZO AGGREGATOR, L.P.C Control
OAK HILL CAPITAL PARTNERS VI (TE 892), L.P.DEOHCP VI ENZO AGGREGATOR, L.P.C Control
OHCP VI ENZO AGGREGATOR, L.P.DEKINGFISHER HOLDING, L.P.C Control
WARBURG PINCUS FINANCIAL SECTOR, L.P.DEKINGFISHER HOLDING, L.P.C Control

Registrations

Federal

IA
Mar 5, 2025 REGISTERED

Notice Filings (12)

AZ CA DE FL LA MD NC NJ NY PA TX VA

Address

2025 LITITZ PIKE
LANCASTER, PA 17601
United States
Phone: 717-560-3800