Matthew HoganCRD 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 5 years of experience in the finance industry.
Concert Wealth Management
Financial Plan, Inc.
Wells Fargo Advisors Financial Network, LLC
|Bellingham Executive Association||Bellingham, WA||Jan 2016 - Current||2|
|Whatcom Young Professionals||Bellingham, WA||Nov 2013 - Current||4|
|Waddell & Reed, Inc.||Bellingham, WA||Mar 2013 - Current||5|
|Various Insurance Carriers For W & R Insurance Agencies||Lynden, WA||Mar 2013 - Current||5|
|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|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.