Chet Bogdan (CRD# 2639303) is an Investment Advisor Representative working at Mariner Independent in Denver, CO and has over 28 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mariner Independent Advisor Network, LLC | Sacramento, CA | Feb 2022 - Current | 2 |
| Lpl Financial LLC | Denver, CO | Jan 2022 - Current | 2 |
| Prudential Insurance Company Of America | Denver, CO | Jan 2020 - Jan 2022 | 2 |
| Prudential Annuities Distributors, Inc. | Denver, CO | Jan 2020 - Jan 2022 | 2 |
| S2k Financial LLC | New York, NY | Jun 2018 - Jan 2020 | 1 |
| Northstar Securities, LLC | Denver, CO | Jun 2018 - Aug 2018 | < 1 |
| Sc Distributors LLC | Newport Beach, CA | Jan 2011 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- CO
- LA
- TX
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Total Assets Under Management8,147MILLIONS
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Total Number of Accounts27,977ACCOUNTS
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Average Account Value$291,190
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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