Adam Michael Lucke

Employer firm

Rogan & Associates CRD 42762

$710M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → Present
  Rogan & Associates, Inc.
  Safety Harbor, FL
• 05/2025 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL

Other Businesses

(1) Rogan & Associates, RIA.; DBA; Investment Related; 200 9th Ave N, Suite 100, Safety Harbor, FL 34695; Financial Planner; Start 5/21/2012; 160 hour/month, 160 hours/month during trading. (2) Term Insurance Policies; Not Investment Related; 200 9th Ave N, Suite 100, Safety Harbor, FL 34695; Selling Term Insurance; Financial Planner; Start 9/10/2025; 5 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-24

Other Names

• Adam Michael Lucke