Unclaimed Profile

Michael James Vogelzang

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

Series 2, Series 63, Series 65Clean record28 years registeredCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 2186136Firm CRD# 175112

Profile Verification

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

Identity

Michael James Vogelzang · RALEIGH, NC

Registration

CRD #2186136 · CAPFINANCIAL PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Nov 2019 – present

BOSTON ADVISORS, LLC

Jun 2006 – Oct 2019

BOSTON, MA

ADVEST, INC.

Oct 2003 – Apr 2006

BOSTON, MA

BOSTON ADVISORS, INC.

Oct 1997 – Jun 2006

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 2

Series 63

Series 65

Registration record

First registered · October 4, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Vogelzang offer?

Michael James Vogelzang specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Michael James Vogelzang's credentials?

Michael James Vogelzang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Vogelzang located?

Michael James Vogelzang is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Michael James Vogelzang charge for services?

Michael James Vogelzang's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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