Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Platte, SD
Credentials
Series 66
Industry experience
18 years
Lacey Hogan is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. She previously worked at RNL Investments, LLC and Great Western Bank. Outside of her advisory role, Hogan is a joint owner and bookkeeper of an agricultural business, Hogan Honey Farms, Inc. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers non-discretionary financial planning and investment consulting, utilizing firm research and asset-allocation analysis to tailor recommendations.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
Platte, SD
South Dakota
RNL Investments, LLC
2014 - 2018 (4 years)
Raymond James Financial Services Advisors, INC.
2013 - Present (13 years)
Raymond james Financial Services, Inc.
2013 - Present (13 years)
Great Western Bank
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Platte, SD
Edward Jones
Janel Du Frain is a financial advisor with Edward Jones in Platte, SD, holding a Series 66 designation and over 20 years of industry experience. She has been with Edward Jones since 2004 and is also currently involved with the City of Platte and BMI. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, with approximately $1.01 trillion in assets under management.
Series 66
Platte, SD
Thrivent Investment Management
Tait Sibbel is a financial advisor at Thrivent Investment Management with a Series 66 designation and experience beginning in 2025. Prior to joining Thrivent, he worked at Ag Consulting Group and Cargill. Outside of his advisory role, Sibbel is involved in his community as the offensive coordinator for Platte Geddes High School football, president of the Platte Geddes Area Youth Football program, and president of the finance council at St. Peter's Catholic Church. He also owns and operates a family ranch. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a range of financial topics, while maintaining separate managed-account services and does not serve institutional portfolio management or adviser selection needs.
Series 66
Platte, SD
Edward Jones
Trevor Koehn is a Series 66 licensed financial advisor with Edward Jones, based in Platte, SD, and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at Autobody Specialists Inc. Outside of his advisory role, Koehn is involved in managing rental properties through his ownership of local LLCs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services and investment options, supported by a large network of advisors and branch offices across the country.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
