Harlan Harold Hogrefe

Current Employers

Royal Fund Management, Llc

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2013-05-29

WI RA
APPROVED

Since 2013-05-29

Branch Locations

Onalaska, WI • United States

1515 Buenos Aires Blvd, Lady Lake, FL 32159 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
American Retirement Systems (Imo)	West Des Moines	IA	12/2011	11/2020
Family Financial Group Inc.	Onalaska	WI	03/2004	12/2022
Royal Fund Mngmnt Dba Family Financial Retirement Systems Llc	Onalaska	WI	05/2013	Present
Legacy Solution (Imo)	Sioux Cuty	IA	11/2020	04/2023
Gradient Insurance Brokerage (Imo)	Onalaska	WI	04/2023	Present

12/2011 → 11/2020

American Retirement Systems (Imo)

West Des Moines, IA
03/2004 → 12/2022

Family Financial Group Inc.

Onalaska, WI
05/2013 → Present

Royal Fund Mngmnt Dba Family Financial Retirement Systems Llc

Onalaska, WI
11/2020 → 04/2023

Legacy Solution (Imo)

Sioux Cuty, IA
04/2023 → Present

Gradient Insurance Brokerage (Imo)

Onalaska, WI

Previous Registrations

2011-12-21 → 2013-12-13

American Elite Retirement

Onalaska, WI

Other Businesses

1.) Gradient Insurance Brokerage: insurance licensed agent, sales of Fixed Insurance products, started 2020, spend 20% of time, Insurance Marketing Organization

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2011-11-29
S63	Uniform Securities Agent State Law Examination	1999-12-13

S65 Uniform Investment Adviser Law Examination

2011-11-29
S63 Uniform Securities Agent State Law Examination

1999-12-13

View on SEC IAPD