Nicholas Koepke Hogan

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2025 → Present
  Morgan Stanley
  Tulsa, OK
• 01/2025 → 06/2025
  24 Hour Fitness
  Santa Monica, CA
• 06/2023 → 01/2025
  Arizona State University
  Tempe, AZ
• 02/2024 → 05/2024
  Aflac
  Sherman Oaks, CA
• 09/2021 → 06/2023
  Unemployed
  Scottsdale, AZ
• 06/2021 → 09/2021
  Perry's Cafe And Beach Rentals
  Santa Monica, CA
• 12/2020 → 06/2021
  Unemplyed
  Scottsdale, AZ
• 08/2016 → 12/2020
  Bucknell University
  Lewisburg, PA

Other Businesses

*672124 - Spear Recovery; Investment related: No; Los Angeles, California; Recovery House; House Technician (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 32; Monitor House Activies. Every two hours I send the owner and Program Director updates about the whereabouts of the clients living in the house.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-03

Other Names

• Nicholas Hogan