Zachary HogentoglerCRD Number: 5993701
Current Firm: Cuso Financial Services, LP
Zachary Hogentogler (CRD# 5993701) is an Investment Advisor Representative working at Cuso Financial Services, LP in Harrisburg, PA and has over 5 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
|Cuso Financial Services, LP||San Diego, CA||Aug 2012 - Current||5|
|Edward Jones||St Louis, MO||Nov 2011 - Jul 2012||< 1|
|Hoagy's Lawn Care Service||Harrisburg, PA||Sep 2004 - Nov 2011||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management1,812MILLIONS
Total Number of Accounts14,085ACCOUNTS
Average Account Value$128,623
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV