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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Hogan is a financial advisor with over 19 years of experience in the industry. Mark currently works at Prime Capital Financial in Overland Park, KS, where he has been since 2017. Previously, Mark worked for Cambridge Investment Research, Inc., The O.N. Equity Sales Company, and Planco Financial Services, Inc. Mark has a broad range of experience, holding licenses in several states, and is a member of the Kansas City Athletic Club. Mark's specialties include financial planning, investment advisory, and retirement planning services. He is dedicated to helping his clients achieve their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/03/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
10/19/2005 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
CT
03/22/1999 - 08/09/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 03/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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