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Mikenna Fogle

Investment adviser representative at Desert Rose Capital Management, Inc.
10 yearsExperience
1 stateRegistered in
$192.1MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Desert Rose Capital Management, Inc.Sep 2025 to now
  2. The Stafford CorporationJun 2021 to now
  3. ByuOct 2020 to Jun 2021
  4. Pancheri DaycareJul 2020 to Oct 2020
  5. CutcoMay 2020 to Jul 2020
  6. Wells Noble CpaJan 2020 to Apr 2020
  7. Pancheri DaycareJun 2019 to Dec 2019
  8. Wells Noble CpaJan 2019 to Apr 2019
  9. Bringham Young UniversitySep 2018 to Dec 2018
  10. Pancheri DaycareJan 2018 to Sep 2018
  11. WendysOct 2017 to Jan 2018
  12. Shelley High SchoolJan 2016 to Oct 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (ID).

Desert Rose Capital Management, Inc.

$192.1MAssets managed
735Clients
12Advisers
4 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
8246612
Firm CRD
154331
Advisor's SEC record (opens in a new tab)
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