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Chase Mitchel Rosche

J. Hagan Capital, Inc.

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About Chase Mitchel Rosche

Chase Mitchel Rosche is an Investment Advisor Representative at J. Hagan Capital, Inc. Chase has been working in the financial services industry since 2013 and holds the Series 65 license. Chase has experience providing financial planning and portfolio management services to individuals and other investment advisers.

Firm Information

Chase Rosche is currently registered with J. Hagan Capital, Inc.. J. Hagan Capital, Inc. is a Louisville, KY-based investment advisor firm providing financial planning and portfolio management services for individuals and high-net-worth individuals. They also offer selection of other advisors services. The firm manages approximately $185,590,176 in assets for 1,718 accounts.
J. Hagan Capital, Inc.

8311 SHELBYVILLE ROAD

LOUISVILLE, KY 40222

$185.59M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chase Rosche’s Registration & Firm History

KY

06/19/2024 - Present

J. Hagan Capital, Inc. (LOUISVILLE KY)

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Licenses & Designations

IA

Issued 04/07/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chase Mitchel Rosche.
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