Unclaimed Profile

John Daniel Vogelzang

RETIREMENT WELLNESS GROUP LLC·PASADENA, California

SIE, Series 6, Series 63, Series 65Clean record24 years registeredRETIREMENT WELLNESS GROUP LLC

123 SOUTH MARENGO AVE., PASADENA, CA 91101CRD# 2214540Firm CRD# 297255

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Daniel Vogelzang · PASADENA, CA

Registration

CRD #2214540 · RETIREMENT WELLNESS GROUP LLC · 24 years registered

Brand Profile

Not yet started

Career History

M HOLDINGS SECURITIES, INC.

Jul 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 31, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RETIREMENT WELLNESS GROUP LLC

CRD 297255 · SEC 801-113447

AUM

$486M

Regulatory assets under management

Employees

81 client accounts

Services offered by RETIREMENT WELLNESS GROUP LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at RETIREMENT WELLNESS GROUP LLC →

Introduction

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Frequently Asked Questions

What services does John Daniel Vogelzang offer?

John Daniel Vogelzang specializes in Investment Management. Contact their office in PASADENA, California for a consultation.

What are John Daniel Vogelzang's credentials?

John Daniel Vogelzang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Daniel Vogelzang located?

John Daniel Vogelzang is based in PASADENA, California, working with RETIREMENT WELLNESS GROUP LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does John Daniel Vogelzang charge for services?

John Daniel Vogelzang's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RETIREMENT WELLNESS GROUP LLC?

RETIREMENT WELLNESS GROUP LLC has approximately 2 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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