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- Custodian
- Charles Schwab & Company · RBC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-1985
- Office Locations
- 3
Office Locations
About Rodgers Brothers, Inc.
M Financial Planning Services (Rodgers Brothers, Inc.) delivers integrated financial planning and investment management for individuals, families, and business owners—covering investments, tax planning, insurance, and estate considerations. The team works often with senior managers and self‑employed/family‑owned businesses facing complex planning needs. Public filings indicate ETF-centric portfolio implementation and custody relationships including Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK RODGERS
Director, President
- CRD
- #865696
- Ownership
- 50% but less than 75%
GARY RODGERS
Director
- CRD
- #1043217
- Ownership
- 25% but less than 50%
Showing 2 of 8 owners & executives
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WILLIAM PORTER BOGGESS III
Analyst
- CRD
- #1300498
JULIA E POLACK
Analyst
- CRD
- #6211474
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,037,507,673 | $969,633 |
| Non-Discretionary | $0 | -- |
| Total | $1,037,507,673 | $969,633 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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