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Partner / President · Retirewise Tax and Wealth Advisors, Inc.

Jeffry A. Vogel

CRD 1633200 · Named on Form ADV at one SEC-registered adviser

At a glance

Retirewise Tax and Wealth Advisors, Inc., an SEC-registered wealth manager based in Topeka, KS with $243 million in regulatory assets, lists Jeffry A. Vogel on its Form ADV as Partner / President, a control person.

Firms and roles

AtlasMembers

Jeffry’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jonathan M. VogelPartner / Vice President / Chief Compliance Officer, Retirewise Tax and Wealth Advisors, Inc.
  • Andrew B. VogelPartner, Retirewise Tax and Wealth Advisors, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.