Brogan Financial, Inc.

Brogan Financial, Inc. (CRD# 133623) is a financial advisory firm headquartered in Knoxville, TN. They manage $147,546,889 in 1,146 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    148
    MILLION
  • Total Number of Accounts
    1,146
    ACCOUNTS
  • Average Account Value
    $128,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, SC, TN, TX

Financial Advisors at Brogan Financial, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
James E. Brogan
CRD#: 2470219
8351 E. Walker Springs Ln., Suite 101, Knoxville, TN 37923
93
Wealthminder
score

James Brogan (CRD# 2470219) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 15 years of experience in the finance industry.

2
James N. Kraeske
CRD#: 5201883
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
93
Wealthminder
score

James Kraeske (CRD# 5201883) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 10 years of experience in the finance industry.

3
Peter D. Saganski
CRD#: 2147188
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
93
Wealthminder
score

Peter Saganski (CRD# 2147188) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 25 years of experience in the finance industry.

4
John F. Kerrigan
CRD#: 5944342
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
90
Wealthminder
score

John Kerrigan (CRD# 5944342) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 4 years of experience in the finance industry.

5
Alicia D. Newhouse
CRD#: 5043369
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
90
Wealthminder
score

Alicia Newhouse (CRD# 5043369) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 5 years of experience in the finance industry.

6
Brandon M. Alley
CRD#: 6287768
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
89
Wealthminder
score

Brandon Alley (CRD# 6287768) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry.

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