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Jonathan Michael Vogel

RETIREWISE TAX AND WEALTH ADVISORS, INC.·TOPEKA, Kansas
Clean recordRETIREWISE TAX AND WEALTH ADVISORS, INC.
2820 SW MISSION WOODS DRIVE, TOPEKA, KS 66614CRD# 6163358Firm CRD# 284394

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Michael Vogel · TOPEKA, KS
Registration
CRD #6163358 · RETIREWISE TAX AND WEALTH ADVISORS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jonathan Michael 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
RETIREWISE TAX AND WEALTH ADVISORS, INC.
RETIREWISE TAX AND WEALTH ADVISORS, INC.
AUM
$115M
Regulatory assets under management
Employees
7
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
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6163358
Firm CRD# 284394
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Michael Vogel offer?
Jonathan Michael Vogel specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Jonathan Michael Vogel's credentials?
Jonathan Michael Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Michael Vogel located?
Jonathan Michael 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 Jonathan Michael Vogel charge for services?
Jonathan Michael 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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Other Advisors at RETIREWISE TAX AND WEALTH ADVISORS, INC.

Jeffry Alan Vogel
TOPEKA, KS

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