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Andrew Brent Vogel

Retirewise Tax And Wealth Advisors, Inc.

Topeka, KS

CRD 7954006

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Employer firm

Retirewise Tax And Wealth Advisors, Inc. CRD 284394

$243M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Retirewise Tax And Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-07-10
  • KS RA
    APPROVED
    Since 2024-07-10

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
Young Life Topeka KS 06/2005 05/2024
Retirewise Tax And Wealth Advisors, Inc. Topeka KS 05/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-18
  • S65 Uniform Investment Adviser Law Examination
    2024-06-18
Other Names
  • Andy Vogel

View on SEC IAPD

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Nearby Investors

THERESA A YOUNG
ALLISON ANNE ARMITAGE
MARK E YOUNG

Nearby Offices

LPL FINANCIAL LLC · Topeka, KS
LPL FINANCIAL LLC · Topeka, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · TOPEKA, KS

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