Chairman · Rogers Wealth Group, Inc.
Dale C. Rogers
CRD 402693 · Named on Form ADV at one SEC-registered adviser
At a glance
Rogers Wealth Group, Inc., an SEC-registered wealth manager based in Fort Worth, TX with $1.0 billion in regulatory assets, lists Dale C. Rogers on its Form ADV as Chairman, a control person.
Firms and roles
- Rogers Wealth Group, Inc.ChairmanWealth manager · Fort Worth, TX · $1.0B in regulatory assets
AtlasMembers
Dale’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
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Craig C. RogersPresident & Chief Executive Officer, Rogers Wealth Group, Inc.
- Matthew P. LankfordSenior Vice President & Chief Investment Officer, Rogers Wealth Group, Inc.
- Brian J. MuellerChief Compliance Officer, Rogers Wealth Group, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dale’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.