Phillip Gerard Vogel

Current Employers

Employment History

• 01/2007 → 08/2023
  Kcd Financial, Inc.
  Omaha, NE
• 03/1996 → Present
  Vogel Financial Serv. Llc
  Omaha, NE
• 01/2002 → Present
  Vofel Group, Llc
  Omaha, NE
• 08/2023 → Present
  Vogel Wealth Management, Llc
  Omaha, NE

Previous Registrations

• 2007-01-25 → 2023-08-04
  Kcd Financial, Inc.
  Green Bay, WI
  Omaha, NE
• 2006-05-23 → 2007-01-09
  Questar Asset Management, Inc.
  Omaha, NE
• 2006-01-13 → 2006-05-22
  Usallianz Securities, Inc.
  Omaha, NE
  Omaha, NE
  Omaha, NE

Other Businesses

1-VOGEL FINANCIAL SERVICES LLC, INVESTMENT RELATED, 11330 "Q" STREET, #213, OMAHA, NE. INSURANCE AGENCY - MEMBER OF THE LLC AND HAVE A 1% OWNERSHIP INTEREST.START 1-1998, 15 HOURS PER MONTH OF WHICH 10 HOURS PER MONTH ARE DURING MARKET HOURS. SALES OF FIXED INSURANCE & EQUITY INDEXED ANNUITIES, LIFE, HEALTH, LTC, AND DISABILITY INSURANCE. 2-VOGEL GROUP LLC, INVESTMENT RELATED, 11330 "Q" STREET, SUITE 213, OMAHA, NE. FIXED INSURANCE SALES AND MGA WORK - 50% OWNER. START 1-3-07, 15 HOURS PER MONTH OF WHICH 10 HOURS PER MONTH ARE DURING MARKET HOURS. INSURANCE SALES-RECEIVE OVERRIDES, RECRUIT AGENTS. 3- ON THE BOARD OF DIRECTORS AT 12 STEP HOUSE, INC, NOT INVESTMENT RELATED, 7801 WAKELEY PLAZA, OMAHA, NE. STARTED 4/15/19, SERVING 6-8 HRS PER MONTH AS A VOLUNTEER. BUSINESS IS FOR FELLOWSHIP OF PEOPLE WHO SHARE ADDICITION EXPERIENCES.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-20
• S63 Uniform Securities Agent State Law Examination
  1986-03-27

Designations

Other Names

• Phil Vogel
• Phillip Gerard Vogel
• Phillip G Vogel