Chief Operating Officer · Practice Financial Group
Chad K Rogers
CRD 7342122 · Named on Form ADV at one SEC-registered adviser
At a glance
Practice Financial Group, an SEC-registered asset manager based in Jacksonville, OR with $437 million in regulatory assets, lists Chad K Rogers on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Practice Financial GroupChief Operating OfficerAsset manager · Jacksonville, OR · $437M in regulatory assets
AtlasMembers
Chad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Nathan E. WilliamsChief Executive Officer, Practice Financial Group
- Weston J. PenkertChief Compliance Officer, Practice Financial Group
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.