Brian GogelCRD 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 16 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Voya Financial Advisors, Inc.
|Citizens State Bank||Monticello, IA||Apr 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2001|
Total Assets Under Management656MILLIONS
Total Number of Accounts4,710ACCOUNTS
Average Account Value$139,294
- A percentage of assets under your management
- Hourly charges
- 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)
- Educational seminars/workshops
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