Vogel Financial Advisors, LLC

Vogel Financial Advisors, LLC (CRD# 114219) is a financial advisory firm headquartered in Dallas, TX. They manage $282,838,937 in 225 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $1,257,062
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Vogel Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael W. Busch
CRD#: 4192505
12400 Coit Rd. Suite 1000, Dallas, TX 75251
98
Wealthminder
score
Michael Busch (CRD# 4192505) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
2
Melissa A. Brennan
CRD#: 4818529
10440 North Central Expressway, Suite 1200, Dallas, TX 75231
96
Wealthminder
score

Melissa Brennan (CRD# 4818529) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has over 12 years of experience in the finance industry. Melissa Brennan 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.

3
Laura D. Cordell
CRD#: 5582361
12400 Coit Road, Suite 1000, Dallas, TX 75251
93
Wealthminder
score

Laura Cordell (CRD# 5582361) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

4
Mark J. Kaman
CRD#: 4460582
10440 N. Central Expwy., Suite 1200, Dallas, TX 75231
87
Wealthminder
score

Mark Kaman (CRD# 4460582) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

5
Douglas C. Koval
CRD#: 4460567
10440 N. Central Expwy., Suite 1200, Dallas, TX 75231
87
Wealthminder
score

Douglas Koval (CRD# 4460567) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

6
Bernard W. Raden
CRD#: 4460580
10440 N. Central Expwy., Suite 1200, Dallas, TX 75231
87
Wealthminder
score

Bernard Raden (CRD# 4460580) is an Investment Advisor Representative working at Vogel Financial Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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