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Michael Elgin Lemon

Vogel Wealth Management, LLC

Omaha, NE

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Current Employers
Vogel Wealth Management, Llc

11330 Q Street Suite 213, Omaha, NE 68137 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-10-31
  • NE RA
    APPROVED
    Since 2024-10-31

Branch Locations

11330 Q Street Suite 213, Omaha, NE 68137 • 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
Vogel Wealth Management, Llc Omaha NE 10/2024 Present
Michael Lemon, Sole Proprietor Omaha NE 05/2024 Present
Kathol Pc Cpas & Advisors La Vista NE 07/2018 05/2024
Unemployed Omaha NE 02/2017 07/2018
Kpmg Us Omaha NE 01/2016 01/2017
  • 10/2024 → Present
    Vogel Wealth Management, Llc
    Omaha, NE
  • 05/2024 → Present
    Michael Lemon, Sole Proprietor
    Omaha, NE
  • 07/2018 → 05/2024
    Kathol Pc Cpas & Advisors
    La Vista, NE
  • 02/2017 → 07/2018
    Unemployed
    Omaha, NE
  • 01/2016 → 01/2017
    Kpmg Us
    Omaha, NE
Other Businesses

Michael Lemon, Sole Proprietor; Yes; Omaha, NE; Insurance Sales; Insurance Agent; 05/2024; 80/ HRS MO; 0/HRS MO

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-10
  • S65 Uniform Investment Adviser Law Examination
    2024-09-10
Other Names
  • Mike Lemon

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
HILEY HUNT WEALTH MANAGEMENT, INC.
INTEGRITY ALLIANCE, LLC.

Other Investors

SCOTT ALLEN SLADOVNIK
MARK ALLEN LUDWIG
Nathaniel Phillip Beam
ERIK R. ADEN
KYLEE LIN SIMON
Jack Edward Wolfgram
Bradley Thomas Kenyon
PAUL PATRICK KEATTS

Other Offices

EQUITABLE ADVISORS, LLC · OMAHA, NE
EQUITABLE ADVISORS, LLC · OMAHA, NE
MML INVESTORS SERVICES, LLC · Omaha, NE
AMERIPRISE FINANCIAL SERVICES, LLC · OMAHA, NE
CETERA INVESTMENT ADVISERS LLC · OMAHA, NE
LPL ENTERPRISE, LLC · OMAHA, NE
PFS INVESTMENTS INC. · OMAHA, NE
PFS INVESTMENTS INC. · Omaha, NE

More in Omaha, NE

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