Brad Hoggatt
Senior Vice President, Financial Advisor | Partner Programs
CFP®
Contact Brad
Team Office
Brad’s Locations
Denver, CO 80206 (720) 414-6525
About Brad
Brad has over 10 years of experience in the financial services industry. He is a seasoned professional and has primarily catered to high-net-worth and ultra-high-net-worth families. In his role, he has provided counseling by covering each aspect of the financial planning spectrum, including: Asset Management and Portfolio Construction, Estate and Incapacity Planning, Tax Strategies, Wealth Distribution, Insurance Planning, Asset Protection, Philanthropic Planning, along with Trust and Fiduciary Services. In Brad’s free time, he enjoys snowboarding, paddle boarding and golfing. He lives in Castle Rock, CO with his wife, Shannon.
Education
- BS - Business Administration and Finance, Kansas State University
Awards & Recognition
View All2026
Forbes Top Next-Gen Wealth Advisors Best-In-State (2026)
Forbes
2026
AdvisorHub 400 Advisors to Watch – Under $1B (2026)
AdvisorHub
Newsroom and Resources
View All19 Wealth Enhancement Advisors Named to Forbes’ 2026 Top Next-Gen Wealth Advisors Best-In-State Ranking
23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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