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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffry? Claim Your ProfileJeffry Vogel is a financial advisor in Topeka, Kansas. Jeffry is registered as an Investment Advisor Representative (IAR) with Retirewise TAX AND Wealth Advisors, Inc. Jeffry Vogel has been in the financial industry for over 35 years. Prior to his role with Retirewise TAX AND Wealth Advisors, Inc., he worked as an Investment Advisor Representative with AE Wealth Management, LLC, and was a licensed agent with CFG Trusted Advisors, Inc. and CFG, Inc. Jeffry Vogel is also a Chartered Financial Consultant. Retirewise TAX AND Wealth Advisors, Inc. manages $115,269,124 in assets for 540 clients. Jeffry's advisory services include financial planning, portfolio management for individuals, selection of other advisors, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
09/20/2016 - Present
Retirewise TAX AND Wealth Advisors, Inc. (TOPEKA KS)
KS
02/07/2002 - 05/11/2016
THE O.N. EQUITY SALES COMPANY (TOPEKA KS)
MN
08/09/1996 - 02/12/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
02/23/1987 - 08/09/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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