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Senior Vice President & Chief Investment Officer · Rogers Wealth Group, Inc.

Matthew P. Lankford

CRD 4680357 · 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 Matthew P. Lankford on its Form ADV as Senior Vice President & Chief Investment Officer.

Firms and roles

  • Rogers Wealth Group, Inc.Senior Vice President & Chief Investment OfficerWealth manager · Fort Worth, TX · $1.0B in regulatory assets

AtlasMembers

Matthew’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.