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 16 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 11 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 26 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 5 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 6 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 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.