Kevin Hoegler

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 05/2017 → 06/2018
  J.P. Morgan
  Summit, NJ
• 01/2015 → 05/2017
  Providence College
  Providence, RI
• 08/2021 → 03/2022
  Prudential
  Newark, NJ
• 07/2018 → 08/2021
  Pgim Investments
  Newark, NJ
• 01/2025 → 07/2025
  Blackrock
  New York, NY
• 03/2022 → 12/2024
  Blackrock
  Princeton, NJ
• 07/2025 → Present
  Farther
  New York, NY

Previous Registrations

• 2022-04-07 → 2025-07-11
  Blackrock Investment Management, Llc
  Princeton, NJ
  Princeton, NJ
  New York, NY
• 2021-09-30 → 2022-04-14
  Pruco Securities, Llc.
  Monroe Township, NJ
  Minneapolis, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-09-30
• S63 Uniform Securities Agent State Law Examination
  2017-09-16

Designations

• Certified Financial Planner

Other Names

• Kevin J Hoegler
• Kevin Joseph Hoegler