Jeffry Vogel (CRD# 1633200) is an Investment Advisor Representative working at Retirewise Tax And Wealth Advisors, Inc. in Topeka, KS and has over 37 years of experience in the finance industry.
CRD# 1186862
Proactive Capital Management, Inc.
CRD# 5479226
Cambridge Investment Research Advisors, Inc.
CRD# 6399978
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cfg Retirement Advisors, Inc. | Topeka, KS | Dec 2018 - Current | 5 |
| Cfg, Inc. | Topeka, KS | Dec 2018 - Current | 5 |
| Cfg Trusted Advisors, Inc. | Topeka, KS | Sep 2016 - Dec 2018 | 2 |
| Capital Financial Group, Inc. | Topeka, KS | Jan 1986 - Dec 2018 | 32 |
| Ae Wealth Management, LLC | Topeka, KS | May 2016 - Jan 2017 | < 1 |
| The O.n. Investment Management Company | Cincinnati, OH | Feb 2008 - May 2016 | 8 |
| The O.n. Equity Sales Company | Cincinnati, OH | Feb 2002 - May 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1997 |
- KS
-
Total Assets Under Management115MILLIONS
-
Total Number of Accounts540ACCOUNTS
-
Average Account Value$213,461
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
KS, TX
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