Unclaimed Profile

Jeffry Alan Vogel

RETIREWISE TAX AND WEALTH ADVISORS, INC.·TOPEKA, Kansas

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 6522 years registeredRETIREWISE TAX AND WEALTH ADVISORS, INC.

2820 SW MISSION WOODS DRIVE, TOPEKA, KS 66614CRD# 1633200Firm CRD# 284394

Profile Verification

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

Identity

Jeffry Alan Vogel · TOPEKA, KS

Registration

CRD #1633200 · RETIREWISE TAX AND WEALTH ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

RETIREWISE TAX AND WEALTH ADVISORS, INC.

Sep 2016 – present

AE WEALTH MANAGEMENT, LLC

May 2016 – Jan 2017

Topeka, KS

ON INVESTMENT MANAGEMENT CO

Feb 2008 – May 2016

TOPEKA, KS

CAPITAL PORTFOLIO MANAGEMENT L.L.C.

Sep 2003 – Mar 2008

TOPEKA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · September 30, 2003

Years registered · 22

Disclosure History

2024Customer Dispute·Denied

2023Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

RETIREWISE TAX AND WEALTH ADVISORS, INC.

CRD 284394 · SEC 801-129853

AUM

$115M

Regulatory assets under management

Employees

540 client accounts

Services offered by RETIREWISE TAX AND WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RETIREWISE TAX AND WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffry Alan Vogel offer?

Jeffry Alan Vogel specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.

What are Jeffry Alan Vogel's credentials?

Jeffry Alan Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffry Alan Vogel located?

Jeffry Alan Vogel is based in TOPEKA, Kansas, working with RETIREWISE TAX AND WEALTH ADVISORS, INC.. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.

How does Jeffry Alan Vogel charge for services?

Jeffry Alan Vogel'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 RETIREWISE TAX AND WEALTH ADVISORS, INC.?

RETIREWISE TAX AND WEALTH ADVISORS, INC. has approximately 7 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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