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Harlan Harold Hogrefe

Royal Fund Management, LLC

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About Harlan Harold Hogrefe

Harlan Harold Hogrefe is an investment advisor representative with Royal Fund Management, LLC. Harlan has been in the financial services industry since 2000. Harlan is registered with the state of Wisconsin. Harlan previously worked with HBW Securities LLC and American General Securities Incorporated. Harlan also has experience with PFS Investments Inc. in Duluth, GA. Harlan provides portfolio management services to individuals and financial planning services.

Firm Information

Harlan Hogrefe is currently registered with Royal Fund Management, LLC. Royal Fund Management, LLC is a registered investment advisor based in LADY LAKE, FL. They offer advisory services in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors. They primarily serve individuals (both high-net-worth and other), corporations, and businesses. They do not have a wrap fee program. They have approximately 11,583 clients with $1,361,849,417 in regulatory assets under management.
Royal Fund Management, LLC

1515 BUENOS AIRES BLVD

LADY LAKE, FL 32159

$1.36B

Assets Under Management

6

Total Clients

78

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.

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sub-advisor to other advisers

Sub-advisor to other advisers

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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Harlan Hogrefe’s Registration & Firm History

WI

05/29/2013 - Present

Royal Fund Management, LLC (ONALASKA WI)

WI

06/01/2006 - 12/31/2010

HBW SECURITIES LLC (ONALASKA WI)

TX

05/14/2004 - 01/04/2006

AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)

GA

01/12/2000 - 03/05/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 11/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harlan Harold Hogrefe.
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