Matthew J Rodgers
Investment Adviser Representative at VEST Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew J. Rodgers is an investment adviser representative with VEST Financial LLC in Berkley, MI, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Clarkston Capital Partners, LLC and Morgan Stanley. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Vest FinancialApr 2026 – no end date reportedMcLean, VA
- Morgan StanleyOct 2018 – Sep 2019Bloomfield Hills, MI
- Varsity Shop Training CenterAug 2015 – Dec 2020Bloomfield Hills, MI
- United Shores Professinal Baseball LeagueMay 2016 – Sep 2017Utica, MI
- ALPS Distributors, Inc.Sep 2019 – Apr 2026Denver, CO
- Clarkston Capital Partners, LLCSep 2019 – Mar 2024Rochester, MI
- Clarkston Capital Partners, LLC.Mar 2024 – Apr 2026Rochester, MI
- Vest Securities LLCMay 2026 – no end date reportedMcLean, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About VEST Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Berkley, MI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew J Rodgers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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