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Craig Michael Rogan

Ascensus Investment Advisors, LLC

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About Craig Michael Rogan

Craig Michael Rogan is a financial advisor at Ascensus Investment Advisors, LLC in Newton, Massachusetts. He specializes in helping clients with qualified tuition savings plans, including 529, 529A, and savings for future retirement plans. Craig has been in the financial services industry since September 2015, previously working at companies like eSecLending, Bain Capital, and Diversified Credit Services. Craig holds a Series 65 license and has been registered as an Investment Advisor Representative in Massachusetts since May 2024.

Firm Information

Craig Rogan is currently registered with Ascensus Investment Advisors, LLC. Ascensus Investment Advisors, LLC is an investment advisor headquartered in NEWTON, MA. The firm provides portfolio management and oversight services for qualified tuition 529/529A and SFRP plans, as well as pension consulting services. They manage approximately $9,878,077,323 in assets for 27 state or municipal government entities. The firm has 37 investment adviser representatives and 26 registered representatives.
Ascensus Investment Advisors, LLC

95 WELLS AVENUE

NEWTON, MA 02459

$9.88B

Assets Under Management

9

Total Clients

40

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

Portfolio mgmt/oversight incl review of allocations & selection of underlying securities for qual tuition 529/529a & sfrp plans

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

Percentage of program management fee and percentage of aua

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Craig Rogan’s Registration & Firm History

MA

05/23/2024 - Present

Ascensus Investment Advisors, LLC (NEWTON MA)

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Licenses & Designations

IA

Issued 11/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Michael Rogan.
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