Paulahogan

Paulahogan (CRD# 111600) is a financial advisory firm headquartered in Milwaukee, WI. They manage $220,340,644 in 532 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    532
    ACCOUNTS
  • Average Account Value
    $414,174
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
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 Paulahogan
Showing 1 - 3 of 3 top financial advisors.
1
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 Paulahogan 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.

2
Michelle M. Morrow
CRD#: 5784938
250 W. Coventry Ct. Suite 202, Milwaukee, WI 53217
90
Wealthminder
score

Michelle Morrow (CRD# 5784938) is an Investment Advisor Representative working at Paulahogan in Milwaukee, WI and has over 5 years of experience in the finance industry.

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 Paulahogan 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.

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