Mark Richard Shreve
Investment adviser representative at Brogan Financial
16 yearsExperience
1 stateRegistered in
$577MFirm assets
18 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.
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Brogan FinancialApr 2021 to now
- Ameriprise Financial Services, Inc.Nov 2010 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TN).
Brogan Financial
Legal name: Brogan Financial, Inc.
$577MAssets managed
746Clients
9Advisers
18 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
- 3277745
- Firm CRD
- 133623