Advisor at Lodestar Asset Management LLC
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Firm
Lodestar Asset Management LLC
Location
Moore, OK
Credentials
Series 63, Series 66
Industry experience
30 years
Deborah Grothe Rodgers is a financial advisor at Lodestar Asset Management LLC in Moore, Oklahoma, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Merit Advisors, Inc., Oak Hills Securities, Inc., and Lodestar Asset Management. Outside of her advisory role, she is president of Peace of Mind Daily Money Management, LLC, which provides financial management services to seniors. Lodestar Asset Management is an independent registered investment adviser serving individuals, trusts, estates, and small businesses. The firm focuses on fee-based portfolio management with an emphasis on fundamental analysis, dividend-paying equities, and tailored fixed income, primarily operating on a non-discretionary basis.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,001+: Negotiable
$100.00 per hour
Moore, OK
Oklahoma
Merit Adviosrs, Inc.
2014 - 2020 (6 years)
Lodestar Asset Management LLC
2011 - Present (15 years)
Oak Hills Securities, Inc.
2010 - 2020 (10 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Moore, OK
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