Harlan Harold Hogrefe
Investment adviser representative at Royal Fund Management, LLC
22 yearsExperience
1 stateRegistered in
$1.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Gradient Insurance Brokerage (imo)Apr 2023 to now
- Royal Fund Management, LLCMay 2013 to now
- Royal Fund Mngmnt dba Family Financial Retirement Systems LLCMay 2013 to now
- Legacy Solution (imo)Nov 2020 to Apr 2023
- American Retirement Systems (imo)Dec 2011 to Nov 2020
- Family Financial Group Inc.Mar 2004 to Dec 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Royal Fund Management, LLC
$1.6BAssets managed
4,966Clients
83Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3226460
- Firm CRD
- 144434