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Chad Michael Rogers

Merit Advisors, Inc.

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About Chad Michael Rogers

Chad Rogers is an investment advisor representative at Merit Advisors, Inc., located in Oklahoma City, OK. Chad has been in the industry since 2002 and is registered with the state of Oklahoma. Prior to joining Merit Advisors, Inc., Chad was employed at IFP Securities, LLC, The O.N. Equity Sales Company, and Northwestern Mutual Investment Services, LLC. Chad is a Chartered Financial Consultant and holds the Series 6, 7, 63 and 65 licenses. He is also registered to provide securities services in Oklahoma.

Firm Information

Chad Rogers is currently registered with Merit Advisors, Inc.. Merit Advisors, Inc. is an investment advisor registered with the SEC. The firm manages approximately $2.9 million in assets for 18 clients, including both high-net-worth individuals and individuals other than high-net-worth. The firm offers portfolio management services, market timing services, and a variety of other services tailored to individual clients.

$2.89M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Signal service provided to third party advisors and institutions

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Chad Rogers’s Registration & Firm History

OK

08/13/2024 - Present

Merit Advisors, Inc. (OKLAHOMA CITY OK)

OK

06/02/2022 - 09/15/2023

IFP SECURITIES, LLC (Oklahoma City OK)

OK

04/25/2013 - 06/01/2022

THE O.N. EQUITY SALES COMPANY (Oklahoma City OK)

OK

06/24/2002 - 09/17/2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OKLAHOMA CITY OK)

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2016

Series 7 - General Securities Representative Examination

BC

Issued 06/22/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 4 public disclosures for Chad Michael Rogers. Review regulatory record here.
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