Brogan Financial, Inc.

Brogan Financial, Inc. (CRD# 133623) is a financial advisory firm headquartered in Knoxville, TN. They manage $168,593,864 in 1,170 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    169
    MILLION
  • Total Number of Accounts
    1,170
    ACCOUNTS
  • Average Account Value
    $144,097
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
Kristine P. Davenport
CRD#: 5747893
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
93
Wealthminder
score

Kristine Davenport (CRD# 5747893) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 3 years of experience in the finance industry. Kristine Davenport has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John F. Kerrigan
CRD#: 5944342
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
93
Wealthminder
score

John Kerrigan (CRD# 5944342) is an Investment Advisor Representative working at Brogan Financial, Inc. in Knoxville, TN and has over 6 years of experience in the finance industry.

4
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.

5
Alicia D. Newhouse
CRD#: 5043369
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
93
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
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.

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