John HogelandCRD 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.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|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||3|
|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|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- 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, 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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