Unclaimed Profile

Paula Henderson Hogan

HOGAN FINANCIAL MANAGEMENT, LLC·MILWAUKEE, Wisconsin

Clean record21 years registeredHOGAN 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 · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HOGAN FINANCIAL MANAGEMENT, LLC

CREATIVE PLANNING

Jan 2020 – Jan 2024

Milwaukee, WI

HOGAN FINANCIAL

Nov 2004 – Dec 2019

MILWAUKEE, WI

Registrations & Exams

Registration record

First registered · November 17, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOGAN FINANCIAL MANAGEMENT, LLC

CRD 111600 · SEC 801-60612

AUM

$297M

Regulatory assets under management

Employees

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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Frequently Asked Questions

What services does Paula Henderson Hogan offer?

Paula Henderson Hogan specializes in Financial Planning, Investment Management.

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, last registered with HOGAN FINANCIAL MANAGEMENT, LLC.

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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