RP
Rich Polchinski
Director Of Operations And Development at Brogan Financial,
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Work Experience
Director Of Operations And Development
Jul 2018 - Present · 6 years and 6 months
Vice President Regional Supervisor
Apr 2010 - Jul 2018 · 8 years and 3 months
Transition And Product Consultant
Aug 2004 - Apr 2010 · 5 years and 8 months
Company Details
11-50 Employees
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.
Year Founded
2001
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, National Security and International Affairs, Public Administration
HQ Location
2160 Lakeside Centre Way, Suite 102 Suite 102 Knoxville, Tennessee 37922, US
Keywords
financialestate planningfinancelegacy planninginvestmentretirementsocial securityfinancial advisor401ktax planning
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