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Louis Jay Rogers

COMPASS FINANCIAL ADVISORS LLC·FORT WAYNE, Indiana
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9933 DUPONT CIRCLE DRIVE WEST, FORT WAYNE, IN 46825CRD# 4845692Firm CRD# 109131
01

About

Louis Jay Rogers is a registered financial advisor based in FORT WAYNE, Indiana, affiliated with COMPASS FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COMPASS FINANCIAL ADVISORS LLC
COMPASS FINANCIAL ADVISORS LLC
AUM
$231M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at COMPASS FINANCIAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4845692
Firm CRD# 109131
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Jay Rogers offer?
Louis Jay Rogers specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WAYNE, Indiana for a consultation.
What are Louis Jay Rogers's credentials?
Louis Jay Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Jay Rogers located?
Louis Jay Rogers is based in FORT WAYNE, Indiana, working with COMPASS FINANCIAL ADVISORS LLC. Their office serves clients in the FORT WAYNE metropolitan area and surrounding communities.
How does Louis Jay Rogers charge for services?
Louis Jay Rogers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPASS FINANCIAL ADVISORS LLC?
COMPASS FINANCIAL ADVISORS LLC has approximately 9 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT WAYNE
James Arthur Riggs — COMPASS FINANCIAL ADVISORS LLCDavid Eugene Fought — COMPASS FINANCIAL ADVISORS LLCDavid Robert Breuer — COMPASS FINANCIAL ADVISORS LLCGregory Allen Taylor — COMPASS FINANCIAL ADVISORS LLCBruce Allen Patterson — COMPASS FINANCIAL ADVISORS LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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