Kirk Stephen Rogers
Investment adviser representative at Portfolio Medics, LLC
16 yearsExperience
3 statesRegistered in
$780.5MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Portfolio Medics, LLCOct 2024 to now
- Ksr Wealth ManagmentJan 2023 to now
- Enterprise Insurance Training IncMar 2014 to now
- Nautica Asset Management LLCJan 2022 to Oct 2024
- Rab Group LLCJan 2014 to Feb 2023
- DocisysJan 2010 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (MD, NC, VA).
Portfolio Medics, LLC
$780.5MAssets managed
2,929Clients
82Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1835651
- Firm CRD
- 145958