Bradley Alan Hoge
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2022 to now
- Mccrate Wealth Management LLCSep 2022 to now
- United Planners Financial ServicesSep 2022 to now
- Mccrate, Delaet Financial Advisors, LLCAug 2018 to now
- Bradley A HogeSep 2007 to now
- Avantax Advisory ServicesOct 2019 to Sep 2022
- Avantax Investment Services, Inc.Oct 2019 to Sep 2022
- Avanatx Insurance Services, Inc.Aug 2018 to Sep 2022
- 1st Global Advisors, IncAug 2018 to Oct 2019
- 1st Global Captial CorpAug 2018 to Oct 2019
- Prudential Insurance Company of AmericaSep 2007 to Jul 2018
- Pruco Securities LLCJun 2007 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (OH).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 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
- 5386322
- Firm CRD
- 20804