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Colin Michael Rogers

CAP Strat

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About Colin Michael Rogers

Colin Rogers is a financial advisor with Cap Strat. Colin has over 8 years of experience in the financial services industry. Prior to joining Cap Strat, Colin worked for LPL Financial LLC and Edward Jones. Colin is a Series 66, Series 7, and SIE licensed representative. Colin is a specialist in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Colin Rogers is currently registered with CAP Strat. CAP Strat is an investment advisor headquartered in Oakbrook Terrace, Illinois. They specialize in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. They manage approximately $21.3 billion in assets for a client base of over 1,000 accounts.
CAP Strat

ONE PARKVIEW PLAZA

OAKBROOK TERRACE, IL 60181

$21.29B

Assets Under Management

Not reported

Total Clients

6

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Colin Rogers’s Registration & Firm History

IL

08/30/2024 - Present

CAP Strat (OAKBROOK TERRACE IL)

IL

08/13/2018 - 08/16/2019

LPL FINANCIAL LLC (CHICAGO IL)

IL

07/21/2016 - 08/02/2018

EDWARD JONES (FOREST PARK IL)

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Licenses & Designations

BOTH

Issued 09/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Michael Rogers.
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