Mitchell Vogel (CRD# 7561705) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oconomowoc, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Financial | Appleton, WI | Jan 2024 - Current | < 1 |
| Thrivent Investment Management Inc. | Oconomowoc, WI | Oct 2023 - Current | < 1 |
| Jefferson Golf Course | Jefferson, WI | May 2015 - Aug 2023 | 8 |
| Cesa 2 | Whitewater, WI | Nov 2020 - May 2023 | 2 |
| Uw-whitewater | Whitewater, WI | Sep 2019 - May 2023 | 3 |
| Thrivent Finacial | Oconomowoc, WI | Jun 2022 - Aug 2022 | < 1 |
| Middle School | Jefferson, WI | Sep 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- WI
-
Total Assets Under Management14,814MILLIONS
-
Total Number of Accounts42,439ACCOUNTS
-
Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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