Cody Rogers

Current Employers

Rightoak Asset Management, Llc

Grand Ledge, MI • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-10-14

MI RA
APPROVED

Since 2025-10-14

Branch Locations

Dewitt, MI • United States

Grand Ledge, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Rightoak Asset Management, Llc	Grand Ledge	MI	09/2025	Present
Auto-Owners Insurance	Lansing	MI	06/2014	Present

09/2025 → Present

Rightoak Asset Management, Llc

Grand Ledge, MI
06/2014 → Present

Auto-Owners Insurance

Lansing, MI

Other Businesses

1. LIFE INSURANCE AGENT. INVESTMENT RELATED. MICHIGAN. INSURANCE. AGENT. SEPTEMBER 2025. LESS THAN 10 HOURS PER MONTH DURING SECURITY TRADING HOURS. LESS THAN 10 HOURS PER MONTH OUTSIDE OF SECURITY TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-06-30

S65 Uniform Investment Adviser Law Examination

2025-06-30