Cody Rogers has been an investment adviser representative at RightOak Asset Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Cody Rogers holds a Bachelor of Arts in Business Administration from Spring Arbor University.
Rightoak Asset Management, LLC is a firm with $112M under management, 742 clients and 6 advisers in one office, as of its September 2026 filing.
Cody Rogers is a Financial Advisor at RightOak Asset Management. He provides financial planning and investment management, with a focus on retirement strategies, insurance planning and estate planning. Cody has over ten years of experience in the insurance and financial services industry, including roles in financial and data analytics, insurance underwriting and small business development.
- – present · 1 yearDewitt, MI · Adviser representative · Firm CRD 337832
Investment adviser representative registrations
Cody Rogers is registered as an investment adviser representative in Michigan, since October 2025.
- MichiganSince 14 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8162473
- Firm
- RightOak Asset Management · CRD 337832
- Office
- Dewitt, MI
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rightoakassetmanagement.com
Where does Cody Rogers work?
Cody Rogers is an investment adviser representative registered through Rightoak Asset Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cody Rogers a financial advisor?
Yes. Cody Rogers has a current investment-adviser registration in Michigan, through RightOak Asset Management since October 2025.
How many years of experience does Cody Rogers have?
Cody Rogers has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Cody Rogers passed?
Cody Rogers passed the Series 65 in June 2025.
Where is Cody Rogers based?
Cody Rogers’ registered office is in Dewitt, MI.
Is Cody Rogers registered with FINRA?
No. Cody Rogers has no current broker registration.
How can I verify Cody Rogers’ record?
Search CRD 8162473 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cody Rogers’ full registration record.
