Kevin Hoegler
Investment adviser representative at Farther
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$16BFirm assets
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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
- Pension consulting
Experience
10 years in the industry.
- FartherJul 2025 to now
- BlackrockJan 2025 to Jul 2025
- BlackrockMar 2022 to Dec 2024
- PrudentialAug 2021 to Mar 2022
- Pgim InvestmentsJul 2018 to Aug 2021
- J.P. MorganMay 2017 to Jun 2018
- Providence CollegeJan 2015 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Farther
Legal name: Farther Finance Advisors, LLC
$16BAssets managed
14,965Clients
331Advisers
7 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
- 6671245
- Firm CRD
- 302050