Lacey Lee Hogan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 04/2013 → Present
  Raymond James Financial Services, Inc.
  Sioux Falls, SD
• 04/2013 → Present
  Raymond James Financial Services Advisors, Inc.
  Sioux Falls, SD
• 04/2013 → 03/2022
  Great Western Bank
  Sioux Falls, SD
• 09/2014 → 08/2018
  Rnl Investments, Llc
  Sioux Falls, SD
• 08/2026 → Present
  Platte Geddes School District
  Platte, SD

Previous Registrations

• 2010-08-26 → 2013-04-12
  Rbc Capital Markets, Llc
  Sioux Falls, SD

Other Businesses

(1) Name of Business: Capital Wealth Planning LLC Address: 4904 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client related business activities (2) Name of Business: Hogan Holdings, LLC Address: 37397 284th Street, Geddes, SD, 57342, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner (with my husband) on a building that our Corporation (Hogan Honey Farms, Inc) will rent from Hogan Holdings, LLC (3) Name of Business: Hogan Honey Farms, Inc Address: 37397 284th St, Geddes, SD, 57342, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/31/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Joint owner and bookkeeper (4) Name of Business: Legacy Financial Group Address: 4908 S Technopolis Dr, Sioux Falls, SD, 57106-4230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: client related business

Exams

• S66 Uniform Combined State Law Examination
  2009-06-18

Other Names

• Lacey Boehmer
• Lacey Lee Boehmer