Zachary
Hogan
Retirewise Tax And Wealth Advisors, Inc
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About this Advisor
Zachary Hogan is a financial advisor based in Topeka, Kansas, working with Retirewise Tax And Wealth Advisors, Inc. Zachary has previously held positions at Ae Wealth Management, LLC, Fefa Asset Management, LLC, Selectquote Insurance Services, Advisors Excel, Vector Marketing Corporation Independent Contractor, Ev Federal, LLC, Fefa Advisors LLC (Previously Ev Federal, LLC), Retirewise Tax And Wealth Advisors, and the University Of Kansas. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Zachary is part of Retirewise Tax And Wealth Advisors, Inc, which operates out of Topeka, Kansas. The firm has 7 employees and manages assets totaling $115.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Retirewise Tax And Wealth Advisors, Inc includes asset-based and fixed fees.
Certifications and Registrations
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Retirewise Tax And Wealth Advisors, Inc Brokerage Details
$115,269,124
7
540
$213,461
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Zachary Hogan Work History
Retirewise Tax And Wealth Advisors
Retirewise Tax And Wealth Advisors
Ae Wealth Management, LLC
Fefa Asset Management, LLC
Selectquote Insurance Services
Ev Federal, LLC
Fefa Advisors LLC (Previously Ev Federal, LLC )
Advisors Excel
Vector Marketing Corporation Independent Contractor
University Of Kansas
Disclosures
Please visit the SEC profile of Zachary Hogan 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 Retirewise Tax And Wealth Advisors, Inc
Topeka, KS
Topeka, KS
Topeka, KS
Topeka, KS
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