Inactive

Thomas Robert Scholz

Vogel Consulting, LLC

CRD 2654174

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2026-03-10
TX	RA	APPROVED	2026-03-10
WI	RA	APPROVED	2026-03-10

IL RA
APPROVED

Since 2026-03-10
TX RA
APPROVED

Since 2026-03-10
WI RA
APPROVED

Since 2026-03-10

Branch Locations

3415 Gateway Road, Brookfield, WI 53045 • 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

Organization	City	State	From	To
Concordia University Wisconsin	Mequon	WI	01/2016	08/2025
Entasis Asset Management	Brookfiled	WI	03/2025	01/2026
Vogel Consulting Llc	Brookfield	WI	01/2026	Present

01/2016 → 08/2025

Concordia University Wisconsin

Mequon, WI
03/2025 → 01/2026

Entasis Asset Management

Brookfiled, WI
01/2026 → Present

Vogel Consulting Llc

Brookfield, WI

Previous Registrations

2025-04-04 → 2026-03-23

Entasis Asset Management Llc

Brookfield, WI

Brookfield, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-13

S65 Uniform Investment Adviser Law Examination

2024-12-13

View on SEC IAPD

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DEANNE E PHILLIPS

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ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI

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