Brogan Financial

CRD 133623 · Knoxville, TN · $577.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 133623
SEC number: 801-69181
Firm type: RIA
Assets under management: $577.0M as of Mar 31, 2026
Website: www.linkedin.com/company/brogan-financial-inc- ↗
Phone: (865) 862-6800
Address: 2160 Lakeside Centre Way, Knoxville, TN, 37922

Advisors at this firm

7 in our index · page 1 of 1

James Edward BroganCRD 2470219 · Knoxville, TN

IA Registered
Eric Lee BelewCRD 7076361 · Knoxville, TN

IA RegisteredRegistration inactive
Brynn Ashley PierceCRD 8118351 · Knoxville, TN

IA Registered
Peter Daniel SaganskiCRD 2147188 · Knoxville, TN

IA Registered
Mark Richard ShreveCRD 3277745 · Knoxville, TN

IA RegisteredRegistration inactive
Tyler Evan StermetzCRD 8181340 · Knoxville, TN

IA Registered
Jason SurdykCRD 7822820 · Knoxville, TN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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