Kyle Edwin Hogan
CFP®Professional Summary
Kyle Edwin Hogan, CFP®, who also goes by Kyle Hogan, is a registered financial advisor currently at UPTICK PARTNERS, LLC located in Westwood, Kansas. Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kyle has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kyle Hogan
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Current Firm
ANCHOR POINTE FINANCIAL PLANNING, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING | BAXTER ADVISORS, LLC
Contact Information
Main Address
777 East Austin, Nacogdoches, TX 75965Phone Number
(936) 800-0800# of Employees
25SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,886AUM (Assets Under Management)
$1,063,169,479Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
Primary Firm SEC Registration
ANCHOR POINTE FINANCIAL PLANNING, LLC | UPTICK PARTNERS, LLC | OLYMPUS WEALTH STRATEGIES | HOLISTIC PLANNING, LLC | DVORAK FINANCIAL PLANNING | COPPERTREE FINANCIAL PLANNING | BAXTER ADVISORS, LLC
State Registrations and Notice Filings
(11/3/2025)
(11/4/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Kyle Edwin Hogan's CRS (Customer Relationship Summary).
Similar Advisors
RISE INVESTMENT MANAGEMENT, LLC
FINALIS SECURITIES LLC
AE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
