Brett Bogan (CRD# 2576940) is an Investment Advisor Representative working at Avantax Advisory Services in Troy, OH and has over 25 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 4903661
Fifth Third Securities, Inc.
CRD# 4553605
Alban Investment Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waste-free Dayton Inc. | Dayton, OH | Jul 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Troy, OH | May 2011 - Current | 13 |
| Avantax Insurance Agency, LLC | Troy, OH | May 2011 - Current | 13 |
| Avantax Advisory Services | Troy, OH | May 2011 - Current | 13 |
| Bogan Bell & Associates, Inc. | Troy, OH | Jul 2005 - Current | 18 |
| First United Methodist Church | Troy, OH | Jan 2002 - Current | 22 |
| Lexis-nexis | Miamisburg, OH | Aug 2000 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 1999 |
- OH
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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