Bryan Minogue is a CFA, CFP-designated registered investment advisor at Kardinal Financial, based in Verona, WI, with 4 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 18 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is only offered as part of Kardinal Financial's comprehensive financial planning agreement. The annual fee for both planning and investment management ranges from $2,400 to $12,000, paid monthly or quarterly. The fee depends on the client's needs, complexity, time, research, and resources required.
Contact
Bryan Minogue
Location
Verona, WI
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kardinal Financial
State Registrations2 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.
Exams
Additional Information
I live in Madison, WI with my wife, Maggie, and kids (Rose & Calvin). In my spare time I enjoy spending time with family and friends, getting outside, taking long walks with a good podcast, watching soccer (Manchester United), and hanging out on Peloton (ride with me: miggsy).