Drake
Hogan
Executive Wealth Management, LLC
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About this Advisor
Drake Hogan is a financial advisor based in Brighton, Michigan with a total of 2 years of relevant experience. Hogan is an employee of Executive Wealth Management, LLC. Throughout their career, they have worked at The Vanguard Group, Inc, Toyota, Xylem Inc, Quicken Loans, Detroit Diesel, Michigan State University, Canton High School, X Tax, Merrill Lynch, Pierce, Fenner & Smith Inc, Kaye Financial, Bank Of America, N.A, Dahring Cusmano & Associates, Private Client Services and Executive Wealth Management. Hogan maintains Series 63 and Series 66 licenses, designating them as a securities broker, and can serve investors in Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, Washington and Wisconsin. Executive Wealth Management, LLC is a business operating out of Brighton, MI. The firm has offices in 10 locations and a total of 31 advisors. It controls $1 billion in assets under management among its 7,269 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 7,269 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. Executive Wealth Management, LLC provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules are based on the services provided. Fees billed by Executive Wealth Management, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Executive Wealth Management, LLC Brokerage Details
$1,177,510,126
31
7,269
$161,991
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
- Educational seminars/workshops
- Other
Drake Hogan Work History
Drake has been registered as a financial advisor for 2 years.*
Executive Wealth Management
Private Client Services
Merrill Lynch, Pierce, Fenner & Smith Inc
Kaye Financial
Bank Of America, N.A
Dahring Cusmano & Associates
The Vanguard Group, Inc
Toyota
X Tax
Xylem Inc
Quicken Loans
Detroit Diesel
Michigan State University
Michigan State University
Canton High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Drake Hogan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. 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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