Unclaimed Profile

Jonathan Michael Vogel

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

SIE, Series 6, Series 63, Series 65Clean record11 years registeredRETIREWISE 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. · 11 years registered

Brand Profile

Not yet started

Career History

RETIREWISE TAX AND WEALTH ADVISORS, INC.

Sep 2016 – present

AE WEALTH MANAGEMENT, LLC

Apr 2016 – Jan 2017

Topeka, KS

ON INVESTMENT MANAGEMENT CO

Mar 2015 – Apr 2016

TOPEKA, KS

ON INVESTMENT MANAGEMENT CO

Sep 2014 – Dec 2014

TOPEKA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · September 15, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 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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