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Robert Jacob Vogel

WHITEBOX ADVISORS LLC·MINNEAPOLIS, Minnesota
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3033 EXCELSIOR BOULEVARD, MINNEAPOLIS, MN 55416CRD# 5070939Firm CRD# 121995
01

About

Robert Jacob Vogel is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with WHITEBOX ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHITEBOX ADVISORS LLC
WHITEBOX ADVISORS LLC
AUM
$9.6B
Regulatory assets under management
Employees
65
Total firm employees
View all advisors at WHITEBOX ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5070939
Firm CRD# 121995
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Jacob Vogel offer?
Robert Jacob Vogel specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Robert Jacob Vogel's credentials?
Robert Jacob Vogel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jacob Vogel located?
Robert Jacob Vogel is based in MINNEAPOLIS, Minnesota, working with WHITEBOX ADVISORS LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Robert Jacob Vogel charge for services?
Robert Jacob Vogel's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITEBOX ADVISORS LLC?
WHITEBOX ADVISORS LLC has approximately 65 employees and manages $9.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MINNEAPOLIS
Adam Nathan Benson — SUMMIT CREEK ADVISORS, LLCJacob Paul Mercer — WHITEBOX ADVISORS LLCKathy Ann Carlson — NICOLLET INVESTMENT MANAGEMENT, INC.Juli Wilder — THRIVENT ADVISOR NETWORK, LLCJoseph John Docter — SUMMIT CREEK ADVISORS, LLC
Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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