Unclaimed Profile

Jeffry Alan Vogel

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

Clean recordRETIREWISE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffry Alan Vogel is a registered financial advisor based in TOPEKA, Kansas, affiliated with RETIREWISE TAX AND WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

RETIREWISE TAX AND WEALTH ADVISORS, INC.

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1633200

Firm CRD# 284394

View on FINRA BrokerCheck →

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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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