Brian Gogel, financial advisor Monticello IA
93 score

Brian Gogel

CRD Number: 4431453
Current Firm: Investment Advisors Corp

Brian Gogel (CRD# 4431453) is an Investment Advisor Representative working at Investment Advisors Corp in Monticello, IA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens State Bank Monticello, IA Apr 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2001
Contact Info for Brian D. Gogel
Phone Number: 515-727-6700
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    554
    MILLIONS
  • Total Number of Accounts
    4,511
    ACCOUNTS
  • Average Account Value
    $122,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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