Bradley Hoge
CRD Number: 5386322Current 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
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 |
- OH
-
Total Assets Under Management6,086MILLIONS
-
Total Number of Accounts50,361ACCOUNTS
-
Average Account Value$120,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.