Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Bogan is an investment advisor representative with Avantax Advisory Services. Brett has been in the industry since 1997 and is registered in Ohio. Brett has a background in data security investigations and has held positions at LexisNexis and Bogan Bell & Associates, Inc. Brett is also involved in several community organizations, including Free To Run Foundation, CISV Miami County, and Waste-Free Dayton Inc. Brett offers a range of financial planning and advisory services to individuals, businesses, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
OH
06/15/2011 - Present
Avantax Advisory Services (TROY OH)
OH
01/01/2004 - 12/06/2010
ING FINANCIAL PARTNERS, INC. (TROY OH)
IA
07/03/2001 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IL
03/20/1998 - 12/01/2000
CARLSON NATIONAL BROKERS, LTD (HERRIN IL)
IA
02/02/1995 - 12/31/1996
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 10/05/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/28/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/17/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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