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David Hogen

M&E Catalyst Group

100 S 5th Street Suite 2450

Minneapolis, MN 55402
(763) 3670135

Your financial journey – simplified.

About M&E Catalyst Group

We are a Minneapolis-based, top financial planning firm focused on business and personal financial planning. At M&E Catalyst Group, we take great care to align all areas of your financial plan.

Our clients trust us because we can facilitate and advise on the entirety of their estate and wealth planning. We know our clients want to ensure as much comfort with their overall plan as possible  whatever financial security means to you!

General Information

Firm Start Year

2020

CRD#

5722842

Firm CRD#

10409

Name of Broker/Dealer

MML Investors Services, LLC

States Licensed in

MN

Years of Experience in Financial Services

8

Number of Years with Current Firm

2

Services

I can meet clients in the following ways

Video Conference, Via email, Via phone, At my office

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 7, Series 63

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Disclaimer

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 100 South Fifth Street, Suite 2300, Minneapolis, MN, 55402. Phone: 612.333.1413 M&E Catalyst Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202112-257579