John Hogeland, financial advisor Omaha NE
89 score

John Hogeland

CRD Number: 6137571
Current Firm: Waddell & Reed

John Hogeland (CRD# 6137571) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Omaha World-hearld Omaha, NE Mar 2016 - Current < 1
Big Apple News Radio Nebraska City, NE Dec 2015 - Current 1
John C Hogeland Nebraska City, NE Sep 2015 - Current 1
Nebraska City Rotary Club Nebraska City, NE Jul 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Nebraska City, NE Jan 2013 - Current 3
Waddell & Reed, Inc. Omaha, NE Nov 2012 - Current 4
Lourdes Activity Association (laa) Nebraska City, NE Mar 2011 - Current 5
Nebraska City Utilities Nebraska City, NE Apr 2008 - Current 8
Farmers Bank & Trust Company Nebraska City, NE Feb 2004 - Aug 2013 9
National Arbor Day Foundation Lincoln, NE Sep 2008 - Oct 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for John C. Hogeland
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • IL
  • IA
  • NE
  • TX
  • KS
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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