Brogan Financial
Financial Services • 
Knoxville, Tennessee, United States • 21-50 Employees
Company overview
| Headquarters | 2160 Lakeside Centre Way, Suite 102, Suite 102, Knoxville, Tennessee 37922, US |
| Phone number | +18658626800 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial, Finance, 401K, Estate Planning, Retirement Planning, Investment, Retirement, Tax Planning, Financial Advisor, Legacy Planning, Social Security, Income Planning |
| Founded | 2001 |
| Employees | 21-50 |
| Socials |
Key Contacts at Brogan Financial
Mandy Holley
Executive Director Of Corporate Affairs
Dee Dee Brogan
Co-Founder, Vice President Of Operations
Vickie Duncan
Director Of Client & Staff Experience & Corporate Assistant
Jim Brogan
President And Founder
Brogan Financial Email Formats
Brogan Financial uses 4 email formats. The most common is {first initial} (e.g., j@broganfinancial.com), used 43.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@broganfinancial.com | 43.8% |
{first name} | john@broganfinancial.com | 37.5% |
{first name}{last name} | johndoe@broganfinancial.com | 12.5% |
{second initial}{second initial} | oo@broganfinancial.com | 6.2% |
About Brogan Financial
Brogan Financial is a leading retirement and legacy planning services firm in Knoxville, TN. Serving East Tennesseans since 2001, Brogan Financial is among only a handful of regional companies solely focused on serving the financial needs of those who are retired or who are nearing retirement. Brogan Financial is a federally registered investment advisor located in Knoxville, Tennessee. Brogan Financial and its representatives are in compliance with the current registration and notice filing requirements imposed upon registered investment advisors by those states in which Brogan Financial maintains clients. Brogan Financial may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Founder and CEO Jim Brogan was named the 2011 National Advisor of the Year by Senior Market Advisor Magazine, the industry’s leading publication for advisors specializing in retirement planning services. He also hosts a weekly radio show on 98.7 FM WOKI in Knoxville. More Living with Jim Brogan can be heard at 9 a.m. every Saturday, and past shows are recorded as podcasts that can be streamed online. For more information, please visit www.broganfinancial.com.
Brogan Financial revenue & valuation
| Annual revenue | $19,000,000 |
| Revenue per employee | $904,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $60,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Brogan Financial has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Brogan Financial has never raised funding before.
Brogan Financial Tech Stack
Discover the technologies and tools that power Brogan Financial's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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