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Nicholas Matthew Vogel

Bluestem Financial Advisors, LLC

Savoy, IL

CRD 7156111

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Employer firm

Bluestem Financial Advisors, LLC CRD 158418

$358M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION FOR ADVISORY CLIENTS

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

Current Employers
Bluestem Financial Advisors, Llc

1809 Woodfield Drive Suite A, Savoy, IL 61874 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-07-19
  • IL RA
    APPROVED
    Since 2019-07-19

Branch Locations

1809 Woodfield Drive Suite A, Savoy, IL 61874 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bluestem Financial Advisors, Llc Champaign IL 05/2018 Present
Martin Hood Llc Champaign IL 12/2012 05/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-20
  • S65 Uniform Investment Adviser Law Examination
    2019-06-20
Designations
  • Certified Financial Planner
Other Names
  • Nicholas Matthew Vogel

View on SEC IAPD

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Nearby Investors

Justin William Gann
COURTNEY A OLIVEIRA
Oluwatomiwa Bami Ogunbiyi

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · SAVOY, IL
THRIVENT INVESTMENT MANAGEMENT INC. · Champaign, IL
WELLS FARGO CLEARING SERVICES, LLC · CHAMPAIGN, IL

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