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Harlan H
Series 63, Series 65
Onalaska, WI
Royal Fund Management, LLC
Harlan Hogrefe is a financial advisor with Royal Fund Management, LLC, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Gradient Insurance Brokerage, Legacy Solution, American Retirement Systems, and Family Financial Group Inc. He is also an insurance licensed agent involved in the sales of fixed insurance products through Gradient Insurance Brokerage. Royal Fund Management, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement tailored investment strategies and offers both discretionary and non-discretionary retirement plan services, with access to select non-traded REITs and an options-writing overlay.
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