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Clint Robert Wondra

HOGAN FINANCIAL MANAGEMENT, LLC·MILWAUKEE, Wisconsin
Clean record12 years registeredHOGAN FINANCIAL MANAGEMENT, LLC
250 W. COVENTRY CT. SUITE 202, MILWAUKEE, WI 53217CRD# 6259495Firm CRD# 111600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clint Robert Wondra · MILWAUKEE, WI
Registration
CRD #6259495 · HOGAN FINANCIAL MANAGEMENT, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Jan 2020 – present
HOGAN FINANCIAL
Oct 2013 – Dec 2019
MILWAUKEE, WI
02

Registrations & Exams

Registration record
First registered · October 25, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HOGAN FINANCIAL MANAGEMENT, LLC
CRD 111600 · SEC 801-60612
AUM
$297M
Regulatory assets under management
Employees
1
550 client accounts
Services offered by HOGAN FINANCIAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HOGAN FINANCIAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Clint Robert Wondra offer?
Clint Robert Wondra specializes in Financial Planning, Investment Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Clint Robert Wondra's credentials?
Clint Robert Wondra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clint Robert Wondra located?
Clint Robert Wondra is based in MILWAUKEE, Wisconsin, working with HOGAN FINANCIAL MANAGEMENT, LLC. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.
How does Clint Robert Wondra charge for services?
Clint Robert Wondra's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HOGAN FINANCIAL MANAGEMENT, LLC?
HOGAN FINANCIAL MANAGEMENT, LLC has approximately 1 employees and manages $297M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HOGAN FINANCIAL MANAGEMENT, LLC

Paula Henderson Hogan
MILWAUKEE, WI

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