Houston, TX Katy Freeway Office

Chet Bogdan is a financial advisor at Private Advisor Group, LLC with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mariner Independent Advisor Network and LPL Financial. Bogdan provides investment advisory services through an independent registered investment advisor firm, Mariner Independent Advisor Network. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm supports a wide range of investment approaches and provides access to third-party asset managers and a firm-managed separately managed account program.

Robert Wheeler is a financial advisor with Private Advisor Group, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience and has been associated with firms including LPL Financial and Mariner Independent Advisor Network, LLC. He is also president of Equity Development Corporation, a company he has managed since 1992. Private Advisor Group serves a diverse client base, including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers, turnkey asset management platforms, and proprietary model portfolios supported by strategists such as Fidelity and BlackRock.