Unclaimed
Paul Hoghaug is a financial advisor with LPL Financial LLC, registered in multiple states including Minnesota, Colorado, and Texas. Paul has been in the financial services industry since 1993 and has experience with a variety of firms including Ameriprise Financial Services, Inc. and Great American Advisors, Inc. Paul holds the Series 7 and Series 63 securities licenses and the SIE exam. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/14/2019 - Present
LPL Financial LLC (OAKDALE MN)
MN
03/28/2014 - 05/16/2019
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE ELMO MN)
MN
03/21/2003 - 04/08/2014
LPL FINANCIAL LLC (WEST ST. PAUL MN)
OH
11/12/1997 - 03/28/2003
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IA
12/07/1995 - 11/11/1997
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MO
09/17/1993 - 08/30/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Paul Hoghaug is the right advisor for you? Invested Better is here to help.