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Paula Henderson Hogan

HOGAN FINANCIAL MANAGEMENT, LLC·MILWAUKEE, Wisconsin
Clean recordHOGAN FINANCIAL MANAGEMENT, LLC
250 W. COVENTRY CT. SUITE 202, MILWAUKEE, WI 53217CRD# 4387678Firm CRD# 111600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Paula Henderson Hogan · MILWAUKEE, WI
Registration
CRD #4387678 · HOGAN FINANCIAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paula Henderson Hogan is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with HOGAN FINANCIAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HOGAN FINANCIAL MANAGEMENT, LLC
HOGAN FINANCIAL
AUM
$297M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HOGAN FINANCIAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4387678
Firm CRD# 111600
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paula Henderson Hogan offer?
Paula Henderson Hogan specializes in Financial Planning, Investment Management. Contact their office in MILWAUKEE, Wisconsin for a consultation.
What are Paula Henderson Hogan's credentials?
Paula Henderson Hogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paula Henderson Hogan located?
Paula Henderson Hogan 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 Paula Henderson Hogan charge for services?
Paula Henderson Hogan'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

Clint Robert Wondra
MILWAUKEE, WI

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