Matthew Hogan, financial advisor Bellingham WA
90 score

Matthew Hogan

CRD Number: 6079068
Current Firm: Waddell & Reed

Matthew Hogan (CRD# 6079068) is an Investment Advisor Representative working at Waddell & Reed in Bellingham, WA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bellingham Executive Association Bellingham, WA Jan 2016 - Current < 1
Whatcom Young Professionals Bellingham, WA Nov 2013 - Current 3
Waddell & Reed, Inc. Bellingham, WA Mar 2013 - Current 3
Various Insurance Carriers For W & R Insurance Agencies Lynden, WA Mar 2013 - Current 3
North County Lacrosse Lynden, WA Mar 2014 - Jan 2016 1
Kiwanis Club Lynden, WA Sep 2013 - Jun 2014 < 1
Edward Jones Co St Louis, MO Jun 2012 - Feb 2013 < 1
Nunnikhoven Landscaping Lynden, WA Feb 2012 - Jun 2012 < 1
C&d Zodiac Aerospace Marysville, WA Feb 2011 - Feb 2012 1
Taco Bell Marysville, WA Dec 2010 - Feb 2011 < 1
Unemployed Marysville, WA Oct 2010 - Dec 2010 < 1
Whatcom County Fire District #8 Bellingham, WA Aug 2010 - Oct 2010 < 1
Cascade Ambulance Ferndale, WA Feb 2010 - Oct 2010 < 1
Snohomish County Fire District #8 Arlington, WA May 2008 - Feb 2010 1
Top Gun Construction Marysville, WA Jun 2006 - Feb 2010 3
Lodestar Refrigeration Company Lyndwood, WA Jun 2006 - Feb 2010 3
Student Mount Vernon, WA Jan 2002 - May 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Matthew J. Hogan
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • GA
  • WA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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