user avatar

Zachary Christopher Hogan

Advisor at Retirewise Tax and Wealth Advisors, Inc. — Topeka, KS

Updated today

Credentials

Series 65

Experience

5 years

Location

Topeka, KS 66614

Retirewise Tax and Wealth Advisors, Inc. logo

Retirewise Tax and Wealth Advisors, Inc.

Team

Total advisors

8

Clients per advisor

33 Low

Avg AUM per client

$903,550 Typical

HNW client ratio

30% Typical

About

Zachary Hogan is a financial advisor at Retirewise Tax and Wealth Advisors, Inc. in Topeka, KS, holding a Series 65 credential with five years of industry experience. His prior work includes roles at AE Wealth Management, FEFA Asset Management, and Advisors Excel. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $243 million across about 262 client relationships. The firm uses a three-segment investment approach based on time horizon and purpose, employing strategies to mitigate sequence-of-returns risk, and typically selects third-party asset managers and model managers to implement portfolios.

Client services

Based on Retirewise Tax and Wealth Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Retirewise Tax and Wealth Advisors, Inc.

Income planning Annuities Retirement income strategy Cash flow / budgeting

Demographic focus

Based on Retirewise Tax and Wealth Advisors, Inc.

Approaching retirement Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees may be charged in some circumstances, amount varies and can be paid from account or otherwise.

Percentage

up to 1.5% annually (varies by client circumstances and services)

Commissions

Insurance commissions earned by advisor representatives separately licensed as insurance agents; commissions are separate from advisory fees.

Location

Topeka, KS

2820 SW Mission Woods Drive

Topeka KS 66614

Advisors at this office

8

Most active in

Kansas

Work history

5 years of industry experience

RetireWise Tax and Wealth Advisors

2023 - Present • 3 years

Topeka, KS

RetireWise Tax and Wealth Advisors

2022 - Present • 4 years

Topeka, KS

AE Wealth Management, LLC

2021 - 2022 • 1 year

Topeka, KS

FEFA Asset Management, LLC

2021 - 2022 • 1 year

St Louis, MO

Fefa Advisors Llc (Previously Ev Federal, Llc )

2020 - 2022 • 2 years

St Louis, MO

EV Federal, LLC

2020 - 2021 • 1 year

Valley Park, MO

SelectQuote Insurance Services

2020 - 2020 • 1 year

Topeka, KS

UnEMPLOYED

2020 - 2020 • 1 year

Topeka, KS

Advisors Excel

2018 - 2020 • 2 years

Topeka, KS

Vector Marketing Corporation Independent Contractor

2013 - 2017 • 4 years

Topeka, KS

Disclosures

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

Business activities & affiliations

user avatar

Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
user avatar

Nicholas S

Series 66, Series 65

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 designations and nine years of industry experience. His prior roles include positions at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. He is also licensed as a life and health insurance agent and engaged in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and business entities. The firm employs both fundamental and technical analysis to tailor portfolio strategies and offers management both directly and through third-party sub-managers using the Altruist platform.

Options & derivatives strategies Real estate investing
user avatar

John M

Topeka, KS

Minnick Capital Management

John Minnick is the sole advisor at Minnick Capital Management, an independent firm based in Topeka, Kansas. He holds a CFA designation and a law license, and has 46 years of industry experience, having founded his firm in 1972. Outside of his advisory work, he serves as corporate secretary and director of his college fraternity’s alumni association on a non-compensated basis and acts as a trustee for several family trusts. Minnick Capital Management serves individual investors, trusts, retirement plans, and charitable organizations with discretionary portfolio management and separate counseling. The firm’s investment approach combines fundamental and technical analysis, focusing on market trends, industry strength, and volatility, while tailoring portfolios to clients’ income, tax, and risk objectives.

Tax-loss harvesting Active portfolio management Concentrated stock management
user avatar

Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
user avatar

Vincent F

Series 63, Series 65

Topeka, KS

Generations Wealth Design

Vincent Foster is a financial advisor at Generations Wealth Design with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors, Inc. and National Planning Corporation. Outside of advisory services, he is also an independent insurance agent specializing in fixed life insurance, fixed annuities, disability, and long-term care insurance. Generations Wealth Design is a Kansas-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, and businesses. The firm offers discretionary wealth management and financial planning, constructing customized portfolios using mutual funds, ETFs, equities, bonds, and occasional stock options with a primarily long-term investment approach.

Concentrated stock management Stock option exercise strategy Retirement income strategy Tax-loss harvesting Wealth management Founder/Business Owner Executive Mid-Career Professionals
user avatar

James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor at Paladin Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Gradient Securities, LLC, and LORD'S WEALTH PARTNERS, LLC. Outside of his advisory roles, he is involved in recording motivational radio spots for a program called 90 Seconds to a Greater You. Paladin Wealth, LLC provides fee-based financial planning and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as retirement plans, trusts, and other entities. The firm employs a range of investment approaches from long-term purchases to shorter-term trading and options, and offers specialized services for retirement plans as a limited-scope ERISA 3(21) adviser.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")