John Charles Hogeland

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 04/2017
  Waddell & Reed, Inc.
  Omaha, NE
• 04/2017 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2013-07-29 → 2017-04-07
  Waddell & Reed
  Omaha, NE
  Nebraska City, NE

Other Businesses

1) Fixed insurance sales. Investment related. Conducted from branch location. 2) Co-owner, Pathfinder Wealth Advisors, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/4/2023; 0% time spent during business hours; Conducted at branch; Investment related. 3) Owner, JCH Financial, LLC a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2021; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2013-07-24