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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

Colin Michael Rogers

Advisor at DIMENSIONAL FUND ADVISORS LP

AUSTIN, TX | Chicago, IL

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Search this name across graphsid dfx:ria:2d01ba81-f158-8aee-cdf9-457f909efcfc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 15, 2016 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DIMENSIONAL FUND ADVISORS LP
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Sep 13, 2016
First registration: Sep 15, 2016
Dual registered: yes, broker-dealer
IAPD individual key: 6655369

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DIMENSIONAL FUND ADVISORS LP	Asset manager	Apr 8, 2026	n/a	yes	AUSTIN, TX\|Chicago, IL	Current employment
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Institutional manager	Aug 1, 2025	Apr 1, 2026	no	NEWPORT BEACH, CA\|Oakbrook Terrace,, IL	Previous registration
CAP STRAT	Former SEC adviser	Aug 30, 2024	Dec 10, 2025	no	OAKBROOK TERRACE, IL	Previous registration
CBIZ INVESTMENT ADVISORY SERVICES, LLC	Institutional manager	Aug 12, 2019	Sep 7, 2022	no	CLEVELAND, OH\|Chicago, IL	Previous registration
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Aug 12, 2019	Dec 31, 2021	no	CLEVELAND, OH\|Chicago, IL\|CLEVELAND, OH	Previous registration
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Aug 13, 2018	Oct 31, 2019	no	Chicago, IL\|SAN RAFAEL, CA	Previous registration
EDWARD JONES	National bd RIA	Sep 15, 2016	Aug 2, 2018	no	RIVER FOREST, IL\|ST LOUIS, MO\|Creve Couer, MO\|OAK PARK, IL\|FOREST PARK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	DIMENSIONAL FUND ADVISORS LP	Apr 1, 2026	Apr 8, 2026	7	Firm change	Other
CAP STRAT	CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC	Dec 10, 2025	Aug 1, 2025	-131	Firm change after gap	Other
CBIZ INVESTMENT ADVISORY SERVICES, LLC	CAP STRAT	Sep 7, 2022	Aug 30, 2024	723	Firm change after gap	Other
CBIZ RETIREMENT PLAN ADVISORY SERVICES	CBIZ INVESTMENT ADVISORY SERVICES, LLC	Dec 31, 2021	Aug 12, 2019	-872	Channel change	Other
GLOBAL RETIREMENT PARTNERS LLC	CBIZ RETIREMENT PLAN ADVISORY SERVICES	Oct 31, 2019	Aug 12, 2019	-80	Firm change after gap	Other
EDWARD JONES	GLOBAL RETIREMENT PARTNERS LLC	Aug 2, 2018	Aug 13, 2018	11	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
150091:126777:IL:2025-12-10	Dec 10, 2025	Aug 1, 2025	OAKBROOK TERRACE, IL	Firm change after gap
16678:286002:OH:2021-12-31	Dec 31, 2021	Aug 12, 2019	CLEVELAND, OH	Firm change after gap

Relationships

Registered with (7)

→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: current employment
Apr 8, 2026 to presentfactForm ADV
→ CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 1, 2025 to Apr 1, 2026factForm ADV
→ CAP STRATRegistered adviserregistration: previous registration
Aug 30, 2024 to Dec 10, 2025factForm ADV
→ CBIZ INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Aug 12, 2019 to Sep 7, 2022factForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: previous registration
Aug 12, 2019 to Dec 31, 2021factForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Aug 13, 2018 to Oct 31, 2019factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Sep 15, 2016 to Aug 2, 2018factForm ADV

Dated events

Occurred
Apr 1, 2026
Advisor changed firm
Colin Michael Rogers left Creative Planning Institutional Advisors, Llc for Dimensional Fund Advisors Lp (registered 2026-04-08)
Form ADVobserved 6 days ago
Occurred
Dec 10, 2025
Advisor changed firm
Colin Michael Rogers left Cap Strat for Creative Planning Institutional Advisors, Llc (registered 2025-08-01)
Form ADVobserved 6 days ago
Occurred
Sep 7, 2022
Advisor changed firm
Colin Michael Rogers left Cbiz Investment Advisory Services, Llc for Cap Strat (registered 2024-08-30)
Form ADVobserved 6 days ago