Thomas Kessel Rogers
Investment adviser representative at Structured Wealth Management, Inc.
18 yearsExperience
1 stateRegistered in
$226.9MFirm assets
1 yearFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Liberty Partners Financial Services, LLCApr 2012 to now
- Next Financial Group IncJul 2009 to now
- Structured Wealth Management, Inc.Mar 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (OH).
Structured Wealth Management, Inc.
$226.9MAssets managed
527Clients
5Advisers
1 yearIn 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
- 3251381
- Firm CRD
- 146611