Hogan Financial

Hogan Financial (CRD# 111600) is a financial advisory firm headquartered in Milwaukee, WI. They manage $230,004,265 in 538 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    538
    ACCOUNTS
  • Average Account Value
    $427,517
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

IL, TX, WI

Financial Advisors at Hogan Financial
Showing 1 - 4 of 4 top financial advisors.
1
Samuel P. Kruschel
CRD#: 5586877
250 W. Coventry Ct. Suite 202, Milwaukee, WI 53217
96
Wealthminder
score

Samuel Kruschel (CRD# 5586877) is an Investment Advisor Representative working at Hogan Financial in Milwaukee, WI and has over 9 years of experience in the finance industry. Samuel Kruschel 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.

2
Paula H. Hogan
CRD#: 4387678
250 West Coventry Court, Suite 202, Milwaukee, WI 53217
90
Wealthminder
score

Paula Hogan (CRD# 4387678) is an Investment Advisor Representative working at Hogan Financial in Milwaukee, WI and has 1 year of experience in the finance industry. Paula Hogan 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
Clint R. Wondra
CRD#: 6259495
250 W. Coventry Ct. Suite 202, Milwaukee, WI 53217
90
Wealthminder
score

Clint Wondra (CRD# 6259495) is an Investment Advisor Representative working at Hogan Financial in Milwaukee, WI and has 1 year of experience in the finance industry. Clint Wondra 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.

4
Thomas A. Meeker
CRD#: 6676090
250 W. Coventry Ct. Suite 202, Milwaukee, WI 53217
88
Wealthminder
score

Thomas Meeker (CRD# 6676090) is an Investment Advisor Representative working at Hogan Financial in Milwaukee, WI and has 1 year of experience in the finance industry.

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