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Lacey Lee Hogan

Advisor at Raymond James Financial — Platte, SD

Updated today

Credentials

Series 66

Experience

19 years

Location

Platte, SD

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Lacey Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 19 years of industry experience. She has worked with several entities, including Great Western Bank and RNL Investments, LLC. Outside of her advisory work, Hogan is a joint owner and bookkeeper of Hogan Honey Farms, Inc., an agricultural business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers non-discretionary planning tailored to client goals and supports a broad advisor network through specialized programs and consulting services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Platte, SD

Platte SD

Advisors at this office

1

Most active in

South Dakota

Work history

19 years of industry experience

Platte Geddes School District

2026 - Present • 1 year

Platte, SD

RNL Investments, LLC

2014 - 2018 • 4 years

Sioux Falls, SD

RAYMOND James FINANCIAL SERVICES ADVISORS, INC.

2013 - Present • 13 years

Sioux Falls, SD

Raymond James Financial Services, inc.

2013 - Present • 13 years

Sioux Falls, SD

Great Western Bank

2013 - 2022 • 9 years

Sioux Falls, SD

RBC Capital Markets

2010 - 2013 • 3 years

Sioux Falls, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Janel D

Series 66

Platte, SD

Edward Jones

Janel Du Frain is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones from 2004 to 2024. Outside of her advisory role, she is a partner in a local maintenance and bookkeeping venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tait S

Series 66

Platte, SD

Thrivent Investment Management

Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.

Business ownership considerations

Trevor K

Series 66

Platte, SD

Edward Jones

Trevor Koehn is a Series 66 licensed financial advisor with Edward Jones, based in Platte, SD, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at Autobody Specialists Inc. Outside of his advisory role, Koehn is involved in managing rental properties through his ownership of local LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment options, supported by a large network of advisors and branch offices across the country.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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