Matthew W. Hogan

HAYS FINANCIAL GROUP | Financial Consultant

SAINT LOUIS, MO

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CRD#: 4260849

Professional summary

Matthew William Hogan, who also goes by Matthew W Hogan, Matthew William Hogan, Matthew Hogan, is a registered financial advisor currently at HAYS FINANCIAL GROUP, LLC located in Saint Louis, Missouri and LPL FINANCIAL LLC located in Minneapolis, Minnesota.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Matthew has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Biography

As your Financial Consultant, I will partner with you to understand your short- and long-term goals and to help you build a financial plan that is customized to meet your unique needs. Forming strong relationships with my clients and their families is of the utmost importance to me and I work hard to maintain a deep level of trust, reliability, and competency.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew W Hogan | Matthew William Hogan | Matthew Hogan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Hogan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Fordham University

Master of Business Administration (MBA) - Finance

2009

Experience

Current

March 10, 2026 - Present

HAYS FINANCIAL GROUP, LLC

RIA

CRD#: 306877

SAINT LOUIS, MO

Current

February 18, 2026 - Present

LPL FINANCIAL LLC

Office #1: 901 Marquette Ave Ste 2820, Minneapolis, MN 55402

RIA

CRD#: 20472

ST. LOUIS, MO

Past

September 14, 2013 - June 8, 2016

EVERTRADE DIRECT BROKERAGE, INC.

CRD#: 47388

ST. LOUIS, MO

Past

February 14, 2013 - June 8, 2016

EVERBANK WEALTH MANAGEMENT

RIA

CRD#: 154237

ST. LOUIS, MO

Past

January 16, 2001 - October 31, 2007

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HAYS FINANCIAL GROUP, LLC

HAYS FINANCIAL GROUP | HAYS FINANCIAL GROUP, LLC

CRD#: 306877 / SEC#: 801-118389

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Minnesota
(2/18/2026)

Missouri
(2/18/2026)

IAR

Missouri
(3/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/24/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/13/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/14/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

HAYS FINANCIAL GROUP, LLC

HAYS FINANCIAL GROUP | HAYS FINANCIAL GROUP, LLC

CRD#: 306877 / SEC#: 801-118389

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

901 S. Marquette Avenue Suite 1990, Minneapolis, MN 55402

Mailing Address

Phone number

(612) 373-9863

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HFG DISCLOSURE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	688
AUM (Assets Under Management)	$ 6,092,981,791

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Matthew W. Hogan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew William Hogan's CRS (Customer Relationship Summary).

Certified licenses

Education

Fordham University

Experience

HAYS FINANCIAL GROUP, LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

EVERTRADE DIRECT BROKERAGE, INC.

EVERBANK WEALTH MANAGEMENT

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

HAYS FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2013

Series 65

Date: 2/13/2013

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2013

FINRA

Current Firm

HAYS FINANCIAL GROUP, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HAYS FINANCIAL GROUP, LLC

TRUST BUT VERIFY

Contact information

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