Joseph Bogdahn, financial advisor Winter Haven FL
93 score

Joseph Bogdahn

CRD Number: 2987270
Current Firm: The Bogdahn Group

Joseph Bogdahn (CRD# 2987270) is an Investment Advisor Representative working at The Bogdahn Group in Winter Haven, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Bogdahn Consulting, LLC Winter Haven, FL Sep 2000 - Current 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Joseph R. Bogdahn
Phone Number: 863-293-8289
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $7,242,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, DC, FL, IL, IN, LA, MI, OH, OK, PA, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Joseph Bogdahn and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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