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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Vogel is an investment advisor representative with AZA Capital Management located in Grand Rapids, MI. Michael has over 30 years of experience in the financial services industry and is a Chartered Financial Consultant. Michael has been a registered investment advisor representative with AZA Capital Management since 2019, and prior to that, was a representative for Interocean Capital, LLC and Arete Wealth Advisors LLC. Michael provides financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MI
01/01/2025 - Present
AZA Capital Management (Grand Rapids MI)
MI
10/01/2012 - 04/01/2014
INVESTMENT PLANNERS, INC. (GRAND RAPIDS MI)
MI
08/03/2007 - 10/02/2012
FIRST ALLIED SECURITIES, INC. (BEAR LAKE MI)
MI
03/19/2004 - 08/29/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (ZEELAND MI)
SC
04/07/1992 - 03/22/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IN
12/16/1988 - 04/14/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MA
10/02/1984 - 12/19/1988
MANEQUITY, INC. (BOSTON MA)
BC
Issued 12/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/01/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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