Bradley Hoge, financial advisor Scottsdale AZ

Bradley Hoge

CRD Number: 5386322
Current Firm: United Planners' Financial Services Of America A Limited Partner

Bradley Hoge (CRD# 5386322) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners Financial Services Scottsdale, AZ Sep 2022 - Current 1
Mccrate Wealth Management LLC Sidney, OH Sep 2022 - Current 1
Mccrate, Delaet Financial Advisors, LLC Sidney, OH Aug 2018 - Current 5
Bradley A Hoge Sidney, OH Sep 2007 - Current 16
Avantax Advisory Services Sidney, OH Oct 2019 - Sep 2022 2
Avantax Investment Services, Inc. Sidney, OH Oct 2019 - Sep 2022 2
Avanatx Insurance Services, Inc. Sidney, OH Aug 2018 - Sep 2022 4
1st Global Captial Corp Sidney, OH Aug 2018 - Oct 2019 1
1st Global Advisors, Inc. Sidney, OH Aug 2018 - Oct 2019 1
Prudential Insurance Company Of America Saint Marys, OH Sep 2007 - Jul 2018 10
Pruco Securities LLC St Marys, OH Jun 2007 - Jul 2018 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
S63 Uniform Securities State Law Examination Apr 2018
Contact Info for Bradley A. Hoge
Phone Number: 480-991-0225
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,086
    MILLIONS
  • Total Number of Accounts
    50,361
    ACCOUNTS
  • Average Account Value
    $120,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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