Britain A. Hogan

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CRD#: 5066480

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Britain A Hogan, CFP®, who also goes by Britain Anne Hogan, was a registered financial professional .

Britain is a previously registered financial professional and started their career in finance in 2006. Britain had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Britain Anne 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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Past

May 20, 2013 - May 8, 2015

TREASURE COAST FINANCIAL PLANNING, INC.

RIA

CRD#: 166684

VERO BEACH, FL

Past

May 6, 2013 - May 7, 2013

TREASURE COAST FINANCIAL PLANNING, INC.

RIA

CRD#: 166684

VERO BEACH, FL

Past

August 13, 2007 - May 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VERO BEACH, FL

Past

August 9, 2007 - May 7, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VERO BEACH, FL

Past

February 27, 2006 - June 18, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TAMPA, FL

Past

February 6, 2006 - June 18, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

TAMPA, FL

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".

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/23/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 2/3/2006

General Securities Representative Examination

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

CRD#: 166684 / SEC#: 801-77753

RIA

Registered Investment Advisory firm - (3/26/2013 Approved)

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Contact information

Main Address

545 Beachland Blvd, Vero Beach, FL 32963

Mailing Address

Phone number

(772) 231-1422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TREASURE COAST FINANCIAL PLANNING 2025 REVISED REVISED FORM ADV PART 2A/2B (9/18/2025)

Regulatory assets under management

Total Number of Accounts	641
AUM (Assets Under Management)	$ 206,877,327

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.

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Britain A. Hogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

TREASURE COAST FINANCIAL PLANNING, INC.

TREASURE COAST FINANCIAL PLANNING, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TREASURE COAST FINANCIAL PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/23/2006

Series 7

Date: 2/3/2006

Current Firm

TREASURE COAST FINANCIAL PLANNING, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TREASURE COAST FINANCIAL PLANNING, INC.

TRUST BUT VERIFY

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