Paul Hogenson (CRD# 2308907) is an Investment Advisor Representative working at Great Point Advisors, LLC in Paradise Valley, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Great Point Advisors, LLC | Chicago, IL | Jun 2023 - Current | < 1 |
| Great Point Capital, LLC | Chicago, IL | Jun 2023 - Current | < 1 |
| Jw Marriott Camelback Inn | Scottsdale, AZ | Feb 2017 - Current | 7 |
| Concorde Asset Management, LLC | Livonia, MI | Apr 2023 - Jun 2023 | < 1 |
| Concorde Investment Services, LLC | Livonia, MI | Jun 2022 - Jun 2023 | 1 |
| Everett Financial, Dba. Supreme Lending | Scottsdale, AZ | Apr 2021 - Dec 2021 | < 1 |
| Uber | Scottsdale, AZ | Apr 2019 - Mar 2020 | < 1 |
| Realty One Group | Scottsdale, AZ | May 2018 - Dec 2019 | 1 |
| Unemployed | Scottsdale, AZ | Feb 2016 - Feb 2017 | 1 |
| Realty One Group | Scottsdale, AZ | May 2015 - Feb 2016 | < 1 |
| Remax Fine Properties | Scottsdale, AZ | Dec 2014 - May 2015 | < 1 |
| Arizona School Of Real Estate | Scottsdale, AZ | Aug 2014 - Dec 2014 | < 1 |
| Megastar Financial | Woodbury, MN | Sep 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | Jul 2022 |
- AZ
- IL
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts88ACCOUNTS
-
Average Account Value$165,685
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, IL, IN, MA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, TX, WI
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