John Daniel Vogelzang

Current Employers

Employment History

• 07/1995 → Present
  Cal Surance Benefit Plans
  Torrance, CA
• 06/2000 → Present
  M Holdings Securities, Inc.
  Portland, OR
• 11/2008 → Present
  Blue Cross Blue Shield
  Torrance, CA

Other Businesses

1) Blue Cross and Blue Shield; 2008; Insurance agent; Policies written outside M related to father's book of business; Not Investment Related; 1 hour/month; 1 hour/month during business hours; Commissions. 2) Trojan Sig Foundation; 3460 Torrance Blvd., Suite 200, Torrance, CA 90503; 2015; President; President of fraternity housing corporation; Not Investment Related; 10 hours/month, 8 hours/month during business hours; No compensation. 3) CS Capital Management Group; 2377 Crenshaw Blvd., Suite 150, Torrance, CA 90501; 01/2015; President/Owner; Ownership/Presidential duties of running the firm; Investment related; 160 hours/month; 160 hours/month during business hours; Ownership 4) Family Trust; Palos Verdes Peninsula, CA; 12/2005; Co-trustee; Family trust; Not Investment Related; 0 hours/month; 0 hours/month during business hours; No compensation. 5) Gateway Reserve Insurance Network (GRIN); 10/2017; Member; GRIN is an alias used for UBS purposes only; Investment Related; 1 hour/month; 1 hour/month during business hours; No compensation. 6) M Advisory Group; 2377 Crenshaw Blvd, Suite #150, Torrance, CA 90274; 06/01/2001; President; Owner, Principal, Sales and Service of Insurance; Investment Related; 160 hours/month; 160 hours/month during business hours; Ownership, Profits, Commissions.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-16
• S63 Uniform Securities Agent State Law Examination
  1992-02-27

Other Names

• Dan Vogelzang