Chet
Bogdan

Mariner Independent

CRD#2639303
Investment Advisor
in Denver, CO

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About this Advisor

Chet Bogdan is a financial advisor based in Denver, Colorado, working with Mariner Independent. Chet has previously held positions at Sc Distributors LLC, Prudential Insurance Company Of America, Prudential Annuities Distributors, Inc, Lpl Financial LLC, Mariner Independent Advisor Network, LLC, S2K Financial LLC, and Northstar Securities, LLC. Chet has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Colorado, Louisiana, and Texas. Currently, Chet is part of Mariner Independent, which operates out of Denver, Colorado. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

720 South Colorado Blvd., Suite 910 North
Denver, CO 80246

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

CO Average: $2,243,162,756
Total Number of Employees

184

CO Average: 44
Total Number of Accounts

27,977

CO Average: 4,091
Average Account Size

$291,190

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Chet Bogdan Work History

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Mariner Independent Advisor Network, LLC

2020 - 2022 (2 years)

Prudential Insurance Company Of America

2020 - 2022 (2 years)

Prudential Annuities Distributors, Inc

2018 - 2020 (2 years)

S2K Financial LLC

2018 - 2018 (< 1 year)

Northstar Securities, LLC

2011 - 2018 (7 years)

Sc Distributors LLC

Disclosures

Please visit the SEC profile of Chet Bogdan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Independent

Jacob Whitaker
Sacramento, CA
Adeline Bellot
Palo Alto, CA
Jason Johnson
Santa Rosa, CA
Hector Garza
San Jose, CA
Mason Monroe
Reno, NV
Frank Aceves
Walnut Creek, CA
Chad Faul
Walnut Creek, CA
Jeffrey Schnoebelen
Sacramento, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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