Andrew Vogel has been Partner of RetireWise Tax and Wealth Advisors since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Retirewise Tax and Wealth Advisors, Inc. is a Topeka, KS firm with $243M under management, 294 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Andy Vogel is Financial Advisor and Partner of RetireWise Tax and Wealth Advisors, Inc., serving clients in Topeka and Manhattan, Kansas. He grew up around the financial industry. Before joining the financial services industry, Andy spent 20 years working with Young Life, a ministry focused on mentoring and walking alongside young people.
- – present · 2 yearsTopeka, KS · Adviser representative · Firm CRD 284394
Investment adviser representative registrations
Andrew Vogel is registered as an investment adviser representative in Kansas, since July 2024.
- KansasSince 10 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Brent Vogel
- CRD
- 7954006
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Role
- Partner
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Andrew Vogel work?
Andrew Vogel has been Partner of Retirewise Tax and Wealth Advisors, Inc. since January 2026.
Is Andrew Vogel a financial advisor?
Yes. Andrew Vogel has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since July 2024.
How many years of experience does Andrew Vogel have?
Andrew Vogel has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Andrew Vogel passed?
Andrew Vogel passed the Series 65 in June 2024.
Where is Andrew Vogel based?
Andrew Vogel’s registered office is in Topeka, KS.
Is Andrew Vogel registered with FINRA?
No. Andrew Vogel has no current broker registration.
How can I verify Andrew Vogel’s record?
Search CRD 7954006 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Vogel’s full registration record.
