Benjamin Robert Kogan
Investment adviser representative at Sage Financial Group Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Sage Financial Group, Inc.Mar 2021 to now
- U.S. Small Business AdministrationMay 2020 to Mar 2021
- The Law Office of Benjamin R. KoganJan 2019 to Mar 2021
- Greenberg Traurig LLPAug 2014 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sage Financial Group Inc.
$4.3BAssets managed
1,116Clients
20Advisers
23 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
- 7459688
- Firm CRD
- 116574