Gary Vogelgesang (CRD# 2436041) is an Investment Advisor Representative working at Spc in New Albany, OH and has over 30 years of experience in the finance industry. Gary Vogelgesang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spc | Ann Arbor, MI | Jun 2020 - Current | 3 |
| Parkland Securities, LLC | Ann Arbor, MI | Jun 2020 - Dec 2021 | 1 |
| Stratos Wealth Advisors, LLC | New Albany, OH | Jun 2019 - Jun 2020 | 1 |
| New View Wealth Advisory LLC | New Albany, OH | Mar 2019 - Jun 2019 | < 1 |
| Charles Schwab | Columbus, OH | Feb 2002 - Dec 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- MI
- OH
- SC
- WV
-
Total Assets Under Management5,563MILLIONS
-
Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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