Brooke Hogg (CRD# 7487460) is an Investment Advisor Representative working at Wise Planning, Inc. in Seattle, WA and has over 2 years of experience in the finance industry. Brooke Hogg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wise Planning, Inc. | Seattle, WA | May 2023 - Current | < 1 |
| The Vanguard Group, Inc. | Charlotte, NC | Jan 2022 - May 2023 | 1 |
| Jeld-wen | Charlotte, NC | Jun 2020 - Dec 2021 | 1 |
| Clemson University | Clemson, SC | Aug 2016 - May 2020 | 3 |
| Spill The Beans Clemson | Clemson, SC | Sep 2017 - Mar 2020 | 2 |
| Suntrust Banks | Atlanta, GA | Jun 2019 - Aug 2019 | < 1 |
| Killingtons Fort Mill | Fort Mill, SC | May 2018 - Aug 2018 | < 1 |
| Cracker Barrel Old Country Store | Fort Mill, SC | May 2017 - Aug 2017 | < 1 |
| Smoothie King | Fort Mill, SC | Mar 2015 - Aug 2016 | 1 |
| Bruster's Ice Cream | Fort Mill, SC | Mar 2015 - Jul 2016 | 1 |
| Fort Mill High School | Fort Mill, SC | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
- WA
-
Total Assets Under Management465MILLIONS
-
Total Number of Accounts697ACCOUNTS
-
Average Account Value$667,502
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, IL, WA, WI, WY
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