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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachary? Claim Your ProfileZachary Christopher Hogan is an investment advisor representative at Retirewise TAX AND Wealth Advisors, Inc.. Zachary has been in the financial services industry for over 10 years. Zachary holds the Series 65 license and has experience working with high-net-worth individuals and other clients. Retirewise TAX AND Wealth Advisors, Inc. offers financial planning, educational seminars, and portfolio management 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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KS
05/01/2023 - Present
Retirewise TAX AND Wealth Advisors, Inc. (TOPEKA KS)
IA
Issued 12/30/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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