The Bogdahn Group

The Bogdahn Group (CRD# 111964) is a financial advisory firm headquartered in Orlando, FL. They manage $21,727,474 in 3 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $7,242,491
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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.

AL, DC, FL, IL, IN, LA, MI, OH, OK, PA, TX, WI

Financial Advisors at The Bogdahn Group
Showing 1 - 5 of 5 top financial advisors.
1
Joseph R. Bogdahn
CRD#: 2987270
62 4th Street Sw, Winter Haven, FL 33880
93
Wealthminder
score

Joseph Bogdahn (CRD# 2987270) is an Investment Advisor Representative working at The Bogdahn Group in Winter Haven, FL and has over 17 years of experience in the finance industry.

2
Daniel V. Johnson
CRD#: 4761575
4901 Vineland Road, Suite 600, Orlando, FL 32811
93
Wealthminder
score

Daniel Johnson (CRD# 4761575) is an Investment Advisor Representative working at The Bogdahn Group in Orlando, FL and has over 11 years of experience in the finance industry.

3
Michael F. Welker
CRD#: 4738425
62 4th Street Sw, Winter Haven, FL 33880
93
Wealthminder
score

Michael Welker (CRD# 4738425) is an Investment Advisor Representative working at The Bogdahn Group in Winter Haven, FL and has over 13 years of experience in the finance industry.

4
David E. West
CRD#: 4708845
4901 Vineland Road, Suite 600, Orlando, FL 32811
90
Wealthminder
score

David West (CRD# 4708845) is an Investment Advisor Representative working at The Bogdahn Group in Orlando, FL and has 1 year of experience in the finance industry.

5
Troy E. Brown
CRD#: 2145769
4901 Vineland Road, Suite 600, Orlando, FL 32811
73
Wealthminder
score

Troy Brown (CRD# 2145769) is an Investment Advisor Representative working at The Bogdahn Group in Orlando, FL and has over 25 years of experience in the finance industry.

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