Rogan & Associates

Rogan & Associates (CRD# 42762) is a financial advisory firm headquartered in Safety Harbor, FL. They manage $586,150,268 in 2,117 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695
https://www.linkedin.com/company/rogan-
By the Numbers
  • Total Assets Under Management
    586
    MILLION
  • Total Number of Accounts
    2,117
    ACCOUNTS
  • Average Account Value
    $276,878
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, LA, MI, NC, NE, NH, NY, OH, SC, TN, TX, VA

Financial Advisors at Rogan & Associates
Showing 1 - 10 of 10 top financial advisors.
1
Erin Emnett, financial advisor Safety Harbor FL
Erin D. Emnett
CRD#: 5831042
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Erin Emnett (CRD# 5831042) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 11 years of experience in the finance industry.

2
Edwin Foss, financial advisor Tampa FL
Edwin R. Foss
CRD#: 1334662
10150 Highland Manor Drive, Suite 200, Tampa, FL 33610

Edwin Foss (CRD# 1334662) is an Investment Advisor Representative working at Rogan & Associates in Tampa, FL and has over 19 years of experience in the finance industry.

3
Adam Lucke, financial advisor Safety Harbor FL
Adam M. Lucke
CRD#: 6050999
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Adam Lucke (CRD# 6050999) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 11 years of experience in the finance industry.

4
Michael Rogan, financial advisor Safety Harbor FL
Michael G. Rogan
CRD#: 1503029
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Michael Rogan (CRD# 1503029) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 20 years of experience in the finance industry.

5
Jason White, financial advisor Safety Harbor FL
Jason D. White
CRD#: 2867125
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Jason White (CRD# 2867125) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 26 years of experience in the finance industry.

6
Daniel Huehn, financial advisor Addison TX
Daniel J. Huehn
CRD#: 6453449
15305 Dallas Parkway, Suite 300, Addison, TX 75001

Daniel Huehn (CRD# 6453449) is an Investment Advisor Representative working at Rogan & Associates in Addison, TX and has over 8 years of experience in the finance industry.

7
Blake Kennedy, financial advisor Safety Harbor FL
Blake W. Kennedy
CRD#: 6938074
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695

Blake Kennedy (CRD# 6938074) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 2 years of experience in the finance industry.

8
Tyler Keuning, financial advisor East Grand Rapids MI
Tyler J. Keuning
CRD#: 7792825
2249 Wealthy Street Se, East Grand Rapids, MI 49506

Tyler Keuning (CRD# 7792825) is an Investment Advisor Representative working at Rogan & Associates in East Grand Rapids, MI and has 1 year of experience in the finance industry.

9
Joseph Minutolo, financial advisor Safety Harbor FL
Joseph S. Minutolo
CRD#: 2782355
200 9th Avenue. North, Suite 100, Safety Harbor, FL 34695

Joseph Minutolo (CRD# 2782355) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 22 years of experience in the finance industry.

10
Shawn White, financial advisor Safety Harbor FL
Shawn R. White
CRD#: 4848927
200 9th Avenue. North, Suite 100, Safety Harbor, FL 34695

Shawn White (CRD# 4848927) is an Investment Advisor Representative working at Rogan & Associates in Safety Harbor, FL and has over 19 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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