Dennis John Rogers
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Rkg Enterprise, LLCAug 2016 to now
- Phoenix CollegeAug 2011 to now
- Dennis Rogers - RentalJan 2009 to now
- United Planners' Financial Services of America A Limited PartnerAug 2007 to now
- Bkmr Enterprises, LLCOct 2006 to now
- United Planners' Financial ServicesJul 2000 to now
- Agape Insurance Partners, Inc.May 2018 to Sep 2019
- Rogers & Kirby, Inc.Jul 2000 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (AZ).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 2267193
- Firm CRD
- 20804