Zachary Hogan has been an investment adviser representative at RetireWise Tax and Wealth Advisors since May 2023, and is not listed among the firm’s executive officers or direct owners. Zachary Hogan holds a Degree in Finance from the University of Kansas.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Zach Hogan is a Retirement Advisor at RetireWise Tax and Wealth Advisors, Inc., serving clients in Topeka, Kansas. His journey into financial services began in college, where a mentor sparked his interest in finance and investing. After earning his finance degree from the University of Kansas, he worked as a business consultant for financial advisors before becoming an advisor himself.
Zachary Hogan’s longest registration is the current one, 3 years at RetireWise Tax and Wealth Advisors since 2023. Before joining RetireWise Tax and Wealth Advisors in 2023, Zachary Hogan was registered through Ae Wealth Management, LLC.
- – present · 3 yearsTopeka, KS · Adviser representative · Firm CRD 284394
- Ae Wealth Management, LLC– · 1 yearSt Louis, MO · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Zachary Hogan is registered as an investment adviser representative in Kansas, since May 2023.
- KansasSince 1 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 December 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Zachary Christopher Hogan
- CRD
- 6582798
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Zachary Hogan work?
Zachary Hogan is an investment adviser representative registered through Retirewise Tax and Wealth Advisors, Inc. since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Zachary Hogan a financial advisor?
Yes. Zachary Hogan has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since May 2023.
How many years of experience does Zachary Hogan have?
Zachary Hogan has 5 years in the financial industry, since August 2021, across 2 adviser firms.
What exams has Zachary Hogan passed?
Zachary Hogan passed the Series 65 in December 2020.
Where did Zachary Hogan work before RetireWise Tax and Wealth Advisors?
Before RetireWise Tax and Wealth Advisors, Zachary Hogan was registered through Ae Wealth Management, LLC, February 2021 to October 2022.
Where is Zachary Hogan based?
Zachary Hogan’s registered office is in Topeka, KS.
Is Zachary Hogan registered with FINRA?
No. Zachary Hogan has no current broker registration.
How can I verify Zachary Hogan’s record?
Search CRD 6582798 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zachary Hogan’s full registration record.
