Joseph HoglundCRD Number: 6954853
Current Firm: Lewer Financial Advisors, LLC
Joseph Hoglund (CRD# 6954853) is an Investment Advisor Representative working at Lewer Financial Advisors, LLC in Overland Park, KS and has over 3 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Lewer Financial Advisors, Inc.||Overland Park, KS||Jan 2020 - Current||3|
|Mml Investors Services, LLC||Overland Park, KS||Aug 2019 - Jan 2020||< 1|
|Massmutual Highpoint Financial||Overland Park, KS||May 2017 - Jan 2020||2|
|Overland Park Jeep||Overland Park, KS||Feb 2012 - Sep 2017||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management11MILLIONS
Total Number of Accounts137ACCOUNTS
Average Account Value$77,901
- 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
- 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
KS, MO, TX
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