Clara Bogen
Clara Bogen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Lake Forest, IL, with 37 years of industry experience. Clara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Lake Forest, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Clara has been a tax practice owner since 1998, preparing taxes. This takes nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
State Registrations9 states
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