Kenneth Rogat

Partner at Cedar Brook Financial Partners

Role
Partner at Cedar Brook Group
Location
Cleveland, OH, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Kenneth Rogat

Earned a Chartered Life Underwriter (CLU) designation in 1977 and a Chartered Financial Consultant® (ChFC®) designation in 1983. Professional affiliations include: the Association for Advanced Life Underwriting; the Cleveland Association of Insurance and Financial Advisors; the Estate Planning Council of Cleveland; the Million Dollar Roundtable,(life and qualifying member since 1962); the National Association of Insurance and Financial Advisors; the Society of Financial Service Professionals; and past Chairman of the Lincoln National Life Products Development Committee. Specialties: Providing a complete spectrum of wealth management services to clients that include affluent individuals and families

Experience

  1. Partner

    Cedar Brook Group

    Aug 2006 — Present

    Securities offered through Cadaret, Grant & Co, Inc, an SEC Registered Investment Advisor and member & Advisory services offered through Cadaret, Grant & Co, Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Education

  • University of Michigan

    Bachelor of Science

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Kenneth Rogat — Partner at Cedar Brook Group in Cleveland, OH, US | Unifers