Perfil
Mr. Bret H.
Hoag is a Senior Relationship Manager at Vantage Investment Advisors LLC.
His primary role is senior relationship manager.
He advises clients as well as solicitors on financial planning, estate planning, life insurance and annuities.
He has been an advisor for over 16 years.
Prior to joining the Vantage, Mr. Hoag held positions at PNC Bank, Nittany Bank and Wells Fargo Advisors.
He holds a bachelor’s degree from the College of Business at Michigan State University.
Antiguos cargos conocidos de Bret Harmon Hoag.
Empresas | Cargo | Fin |
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Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Miembro del Comité de Inversión | 11/10/2018 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - |
Nittany Bank
Nittany Bank Regional BanksFinance Nittany Bank operates as a federal chartered bank. It offers personal and business banking, and insurance services. The company was founded by Samuel J. Malizia and David Z. Richards Jr., in 1997 is headquartered in State College, PA. | Corporate Officer/Principal | - |
Formación de Bret Harmon Hoag.
Michigan State University | Undergraduate Degree |
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Empresas relacionadas
Empresas privadas | 3 |
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Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans. | Finance |
Nittany Bank
Nittany Bank Regional BanksFinance Nittany Bank operates as a federal chartered bank. It offers personal and business banking, and insurance services. The company was founded by Samuel J. Malizia and David Z. Richards Jr., in 1997 is headquartered in State College, PA. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
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