James
Rogan
Financial Management Strategies, Inc
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About this Advisor
James Rogan is a financial advisor based in Zelienople, Pennsylvania who has 8 years of relevant experience. Rogan is on the advisory team at Financial Management Strategies, Inc. The advisor has gained experience at Great American Advisors, Lincoln Investment, Cranberry Highlands Golf Course, Cetera Advisor Networks LLC and Financial Management Strategies, Inc. Rogan holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to advise clients in Florida, Nevada and Pennsylvania. Financial Management Strategies, Inc is a business operating out of Broadview Heights, OH. The investment advisory business has offices in seven locations and a total of 34 people on staff. It administers $522 million in assets across its 1,630 client accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 1,630 client accounts, 40% are held by high-net-worth investors who have greater than $1 million in assets. Financial Management Strategies, Inc offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees for financial management typically are based on which services are provided. Fees charged by Financial Management Strategies, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Management Strategies, Inc Brokerage Details
$522,311,058
34
1,630
$320,436
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
James Rogan Work History
James has been registered as a financial advisor for 8 years.*
Cetera Advisor Networks LLC
Financial Management Strategies, Inc
Cranberry Highlands Golf Course
Lincoln Investment
Great American Advisors
*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 James Rogan 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 Financial Management Strategies, Inc
Canton, OH
Zelienople, PA
Broadview Heights, OH
Richardson, TX
Broadview Heights, OH
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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