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Shannon Michelle Zur

Vogel Consulting, LLC

Brookfield, WI

Brookfield, WI

CRD 4625360

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Employer firm

Vogel Consulting, LLC CRD 114661

19 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Vogel Consulting, Llc

3415 Gateway Road, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-06-28
FL RA APPROVED 2004-06-16
WI RA APPROVED 2002-11-14
  • IL RA
    APPROVED
    Since 2007-06-28
  • FL RA
    APPROVED
    Since 2004-06-16
  • WI RA
    APPROVED
    Since 2002-11-14

Branch Locations

3415 Gateway Road, Brookfield, WI 53045 • United States

3415 Gateway Road, Brookfield, WI 53045 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Vogel Consulting, Llc Brookfield WI 01/2002 Present
Other Names
  • Shannon Michelle Fleck

View on SEC IAPD

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