Brogan Financial

Who works here

• BP
  Brynn Ashley Pierce
• EB
  Eric Lee Belew
• JB
  James Edward Brogan
• JM
  Jane Anne Maikkula
• JS
  Jason Surdyk
• MS
  Mark Richard Shreve
• MS
  Matthew James Sunderland
• PS
  Peter Daniel Saganski
• TS
  Tyler Evan Stermetz

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management
• Seminars and workshops

Brogan Financial

Legal name: Brogan Financial, Inc.

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

133623