Jon
Hogan
Schwarz Dygos Wheeler Investment Advisors LLC
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About this Advisor
Jon Hogan is a financial advisor based out of Minneapolis, Minnesota with 1 year of industry experience. Hogan is an advisor for Schwarz Dygos Wheeler Investment Advisors LLC. Throughout their career, Hogan has worked at Schwarz Dygos Wheeler Investment Advisors LLC, U.S. Bancorp, Ally Financial, Prime Theraputics, College and Flhs. Hogan holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in Minnesota. Schwarz Dygos Wheeler Investment Advisors LLC is a registered investment firm that has its headquarters in Minneapolis, MN. It oversees $445 million in assets across its 1,819 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 1,819 customer accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Schwarz Dygos Wheeler Investment Advisors LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by Schwarz Dygos Wheeler Investment Advisors LLC most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schwarz Dygos Wheeler Investment Advisors LLC Brokerage Details
$445,271,662
10
1,819
$244,789
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jon Hogan Work History
Jon has been registered as a financial advisor for 1 years.*
Schwarz Dygos Wheeler Investment Advisors LLC
U.S. Bancorp
Ally Financial
Ally Financial
Prime Theraputics
College
Flhs
*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 Jon 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 Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
Minneapolis, MN
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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