Robert Hogsette
Robert Hogsette is a registered investment advisor at LPL Financial LLC, based in Mansfield, OH, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1 Marion Ave Ste 308, Mansfield, OH, 44903
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Regulatory History (1)
Customer Dispute
May 2007Other Business ActivitiesSells Insurance
Robert operates under Momentum Wealth Partners and Hogsette Financial Group, LLC as DBAs for his LPL business, dedicating full-time hours to these investment-related activities. He also spends minimal time on non-variable insurance and notary services.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Dawson Wealth Management
Cetera Advisors LLC
Cetera Advisors LLCBroker
Skylight Financial Services LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.