Brogan Financial

Brogan Financial (CRD# 133623) is a financial advisory firm headquartered in Knoxville, TN. They manage $444,206,370 in 1,883 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
https://www.facebook.com/broganfinancial
By the Numbers
  • Total Assets Under Management
    444
    MILLION
  • Total Number of Accounts
    1,883
    ACCOUNTS
  • Average Account Value
    $235,904
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, SC, TN, TX, VA

Financial Advisors at Brogan Financial
Showing 1 - 5 of 5 top financial advisors.
1
James Brogan, financial advisor Knoxville TN
James E. Brogan
CRD#: 2470219
8351 E. Walker Springs Ln., Suite 101, Knoxville, TN 37923

James Brogan (CRD# 2470219) is an Investment Advisor Representative working at Brogan Financial in Knoxville, TN and has over 22 years of experience in the finance industry.

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

James Kraeske (CRD# 5201883) is an Investment Advisor Representative working at Brogan Financial in Knoxville, TN and has over 17 years of experience in the finance industry.

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

Peter Saganski (CRD# 2147188) is an Investment Advisor Representative working at Brogan Financial in Knoxville, TN and has over 32 years of experience in the finance industry.

4
Mark Shreve, financial advisor Knoxville TN
Mark R. Shreve
CRD#: 3277745
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923

Mark Shreve (CRD# 3277745) is an Investment Advisor Representative working at Brogan Financial in Knoxville, TN and has over 12 years of experience in the finance industry.

5
Eric Belew, financial advisor Knoxville TN
Eric L. Belew
CRD#: 7076361
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923

Eric Belew (CRD# 7076361) is an Investment Advisor Representative working at Brogan Financial in Knoxville, TN and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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