Trent Michael Rogy

Employer firm

Oxford Wealth Group, LLC CRD 319561

$328M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2016 → 06/2019
  Pearl Insurance
  Peoria Heights, IL
• 06/2019 → 05/2022
  Arthur J. Gallagher
  Parsippany, NJ
• 01/2021 → 04/2022
  Rogy Financial Planning, Llc
  West Melbourne, FL
• 05/2022 → 06/2023
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 01/2022 → 05/2022
  Ignite Financial Planning, Llc
  Seattle, WA
• 06/2023 → Present
  Oxford Wealth Group
  Orlando, FL

Previous Registrations

• 2022-05-25 → 2023-07-07
  Edelman Financial Engines
  West Melbourne, FL
  Winter Haven, FL
• 2021-04-08 → 2022-04-14
  Rogy Financial Planning, Llc
  West Melbourne, FL

Other Businesses

1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 6/2023 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-12-11

Other Names

• Trent Rogy