Zachary Christopher Hogan
Investment adviser representative at Retirewise Tax and Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$242.9MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Retirewise Tax and Wealth Advisors, Inc.Oct 2022 to now
- Ae Wealth Management, LLCFeb 2021 to Oct 2022
- Fefa Asset Management, LLCFeb 2021 to Sep 2022
- Fefa Advisors LLC (previously Ev Federal, LLC )Dec 2020 to Sep 2022
- Ev Federal, LLCDec 2020 to Nov 2021
- Selectquote Insurance ServicesSep 2020 to Dec 2020
- UnemployedJun 2020 to Sep 2020
- Advisors ExcelJan 2018 to Jun 2020
- Vector Marketing Corporation Independent ContractorMay 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KS).
Retirewise Tax and Wealth Advisors, Inc.
$242.9MAssets managed
294Clients
8Advisers
2 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
- 6582798
- Firm CRD
- 284394