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 15 years of experience in the finance industry.

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
  • Total Number of Accounts
  • Average Account Value
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


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Clean Record
This advisor has a clean track record with regulators.

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