Jeffry Alan Vogel
Investment adviser representative at Retirewise Tax and Wealth Advisors, Inc.
40 yearsExperience
1 stateRegistered in
ChFC®Designation
$242.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
40 years in the industry.
- Retirewise Tax and Wealth Advisors, Inc.Dec 2018 to now
- Retirewise, Inc.Dec 2018 to Dec 2025
- Cfg Trusted Advisors, Inc.Sep 2016 to Dec 2018
- Ae Wealth Management, LLCMay 2016 to Jan 2017
- Capital Financial Group, Inc.Jan 1986 to Dec 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (KS).
Retirewise Tax and Wealth Advisors, Inc.
$242.9MAssets managed
294Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1633200
- Firm CRD
- 284394