CR
Chad M. Rogers
MERIT ADVISORS
Oklahoma City, OK 73105
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CRD#: 4029698
CR
Professional summary
Chad Michael Rogers, ChFC®, CLU® is a registered financial advisor currently at MERIT ADVISORS, INC. located in Oklahoma City, Oklahoma.
Chad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Chad has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.Rogers Financial Inc., investment-related, 12324 S. Western Avenue, Ste B, Oklahoma City, Ok 73170, Fixed Product Life, Disability, Long-term Care Insurance, Health Insurance, and Fixed Annuity products, CEO/President, Start date: 2/2013, Approximate time: 40 hours/month working and during market hours. 2. Chad M. Rogers, investment-related, 12324 S. Western Avenue, Ste B, Oklahoma City, Ok 73170, Fixed Product Life, Disability, Long-term Care Insurance, Health Insurance, and Fixed Annuity products, Individual Producer, all comp paid personally, Start date: 2/2013, Approximate time: 40 hours/month working and during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Chad Michael Rogers's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 13, 2024 - Present
MERIT ADVISORS, INC.
Office #1: 121 Ne 50th Street, Oklahoma City, OK 73105RIA
CRD#: 113999
Oklahoma City, OK
Past
October 5, 2023 - June 4, 2024
ROGERS FINANCIAL INC.
RIA
CRD#: 328616
OKLAHOMA CITY, OK
Past
June 2, 2022 - September 15, 2023
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
Oklahoma City, OK
Past
June 2, 2022 - September 15, 2023
IFP SECURITIES, LLC
BD
CRD#: 297287
Oklahoma City, OK
Past
September 15, 2014 - June 1, 2022
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
OKLAHOMA CITY, OK
Past
April 25, 2013 - June 1, 2022
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
Oklahoma City, OK
Past
June 24, 2002 - September 17, 2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
OKLAHOMA CITY, OK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(8/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MERIT ADVISORS, INC.
MERIT ADVISORS, INC.
CRD#: 113999 / SEC#: 801-62024
RIA
Registered Investment Advisory firm - (6/29/2007 Terminated)Arizona
Registered Investment Advisory firm - (6/25/2019 Approved)California
Registered Investment Advisory firm - (5/16/2025 Terminated)Colorado
Registered Investment Advisory firm - (12/2/2021 Terminated)Connecticut
Registered Investment Advisory firm - (4/21/2025 Terminated)Florida
Registered Investment Advisory firm - (4/16/2025 Terminated)Idaho
Registered Investment Advisory firm - (4/17/2025 Terminated)Kansas
Registered Investment Advisory firm - (1/20/2017 Terminated)Massachusetts
Registered Investment Advisory firm - (11/19/2009 Terminated)Minnesota
Registered Investment Advisory firm - (5/29/2002 Terminated)Nevada
Registered Investment Advisory firm - (5/8/2025 Terminated)North Carolina
Registered Investment Advisory firm - (12/12/2003 Terminated)Ohio
Registered Investment Advisory firm - (1/20/2017 Terminated)Oklahoma
Registered Investment Advisory firm - (1/26/2007 Approved)Oregon
Registered Investment Advisory firm - (4/21/2025 Terminated)Texas
Registered Investment Advisory firm - (1/26/2007 Conditional Restricted)Utah
Registered Investment Advisory firm - (7/1/2024 Terminated)Virginia
Registered Investment Advisory firm - (4/17/2025 Terminated)Washington
Registered Investment Advisory firm - (7/11/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
121 Ne 50th Street, Oklahoma City, OK 73105
Mailing Address
Phone number
(405) 748-5335
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 26,560,518 |
Red Flags
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Company Information
MERIT ADVISORS, INC.
CRD#: 113999Oklahoma City, OK 73105TRUST BUT VERIFY
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