Diana Rogers
Advisor at Trutoro
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Darby, MT
Credentials
Series 66
Industry experience
27 years
About
Diana Rogers is a financial advisor at Trutoro with 27 years of industry experience. She holds a Series 66 designation and has been with Veritas Independent Partners, LLC since 2014. Outside of her advisory work, she owns a support company used solely for business administration purposes. Trutoro provides portfolio management and financial planning services to individuals, families, foundations, endowments, charitable organizations, corporations, and other entities. The firm employs a proactive, risk-aware investment approach that incorporates multiple asset classes and analytical methods.
Fee options
One-time fee quotes may be provided for financial planning services.
$0 - $49,000: 2.00% $50,000 - $99,999: 1.75% $100,000 - $249,999: 1.50% $250,000 - $999,999: 1.25% $1,000,000+: 1.00%
Commission-based compensation earned by registered representatives for securities and insurance products separately from advisory fees.
Financial planning services offered at $150 per hour; fees may be reduced or waived if portfolio management services are used.
Account minimum: $200,000
Location
Darby, MT
Most active in
Diana R has reported serving >5 clients in these states in the last 12 months.
Arkansas · Montana
Work history
Veritas Independent Partners, Llc
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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