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Thomas Robert Scholz

Vogel Consulting, LLC

Brookfield, WI

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Current Employers
Vogel Consulting, Llc

3415 Gateway Road, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
Exams
CodeExamDate
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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Other Offices

ANNEX WEALTH MANAGEMENT, LLC · BROOKFIELD, WI
RBC CAPITAL MARKETS, LLC · BROOKFIELD, WI
MARINER · BROOKFIELD, WI
M HOLDINGS SECURITIES, INC. · Brookfield, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Brookfield, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Brookfield, WI
ENTASIS ASSET MANAGEMENT LLC · Brookfield, WI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BROOKFIELD, WI

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