Mi Kenna Fogle
Advisor at Desert Rose Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Desert Rose Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Meridian, ID 83642
Credentials
Series 65
Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with experience since 2020, holding a Series 65 designation. Prior to joining Desert Rose Capital Management in 2025, she has worked at The Stafford Corporation and Brigham Young University, among other roles. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, with a focus on exchange-traded options and income-producing assets to balance risk and growth. The firm also manages private placements and a pooled investment vehicle that includes life insurance policy acquisitions and loan underwriting.
Based on Desert Rose Capital Management, Inc.
Based on Desert Rose Capital Management, Inc.
$0 - $250,000: 1.85% $250,000 - $500,000: 1.75% $500,000 - $1,000,000: 1.65% $1,000,000 - $3,000,000: 1.35% $3,000,000 - $5,000,000: 1.25% $5,000,001+: 1.00%
Commission-based insurance product sales by licensed agents, separate from advisory fees.
Account minimum: $50,000
2929 W. Navigator Drive, Ste. 320
Meridian, ID 83642
Idaho
Desert Rose Capital Management
2025 - Present (1 year)
The Stafford Corporation
2021 - Present (5 years)
Byu
2020 - 2021 (1 year)
Pancheri Daycare
2020 - 2020 (1 year)
Cutco
2020 - 2020 (1 year)
Wells Noble CPA
2020 - 2020 (1 year)
Pancheri Daycare
2019 - 2019 (1 year)
Wells Noble CPA
2019 - 2019 (1 year)
Bringham Young University
2018 - 2018 (1 year)
Pancheri Daycare
2018 - 2018 (1 year)
Wendys
2017 - 2018 (1 year)
Shelley High School
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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