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Jonathan Michael Vogel

Retirewise Tax And Wealth Advisors, Inc.

Topeka, KS

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Current Employers
Retirewise Tax And Wealth Advisors, Inc.

2820 Sw Mission Woods Drive, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-10-07
KS RA APPROVED 2016-09-20
  • TX RA
    APPROVED_RES
    Since 2016-10-07
  • KS RA
    APPROVED
    Since 2016-09-20

Branch Locations

2820 Sw Mission Woods Drive, Topeka, KS 66614 • 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
Retirewise, Inc. Topeka KS 12/2018 12/2025
Retirewise Tax And Wealth Advisors, Inc. Topeka KS 12/2018 Present
Ae Wealth Management, Llc Topeka KS 05/2016 01/2017
Cfg Trusted Advisors, Inc. Topeka KS 09/2016 12/2018
Capital Financial Group, Inc. Topeka KS 01/2013 12/2018
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-05
S63 Uniform Securities Agent State Law Examination 2013-03-12
  • S65 Uniform Investment Adviser Law Examination
    2014-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-03-12

View on SEC IAPD

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