Jeffry Vogel has been Partner / President of RetireWise Tax and Wealth Advisors since June 2016, is a control person of the firm and directly owns between 25% and 50% of it.
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.
Jeff Vogel is Founder of RetireWise Tax and Wealth Advisors, Inc. For over 35 years, he has provided financial advice to clients and their families. His experience and professional education have given him a solid grasp of wealth building and retirement income.
Jeffry Vogel’s longest registration is the current one, 10 years at RetireWise Tax and Wealth Advisors since 2016. Before joining RetireWise Tax and Wealth Advisors in 2016, Jeffry Vogel was registered through Ae Wealth Management, LLC and On Investment Management Co.
- – present · 10 yearsTopeka, KS · Adviser representative · Firm CRD 284394
- Ae Wealth Management, LLC– · under a yearTopeka, KS · Adviser representative · Firm CRD 282580
- On Investment Management Co– · 8 yearsTopeka, KS · Adviser representative · Firm CRD 105662
- Capital Portfolio Management L.L.C.– · 4 yearsTopeka, KS · Adviser representative · Firm CRD 127372
Professional designations
Listed by RetireWise Tax and Wealth Advisors
- ChFC®
- CLU®
- RICP®
Investment adviser representative registrations
Jeffry Vogel is registered as an investment adviser representative in Kansas, since September 2016.
- KansasSince 20 September 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 21 December 2000 |
| Series 7 | General Securities Representative Examination | 31 August 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 1997 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 28 February 1997 |
| Series 22 | Direct Participation Programs Representative Examination | 28 March 1988 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 February 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 20 February 1987 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jeffry Alan Vogel
- CRD
- 1633200
- Firm
- RetireWise Tax and Wealth Advisors · CRD 284394
- Role
- Partner / President
- Office
- 2820 SW MISSION WOODS DRIVE, Topeka, KS 66614
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- retirewisepath.com
Where does Jeffry Vogel work?
Jeffry Vogel has been Partner / President of Retirewise Tax and Wealth Advisors, Inc. since June 2016, and is a control person of the firm.
Is Jeffry Vogel a financial advisor?
Yes. Jeffry Vogel has a current investment-adviser registration in Kansas, through RetireWise Tax and Wealth Advisors since September 2016.
How many years of experience does Jeffry Vogel have?
Jeffry Vogel has 23 years in the financial industry, since September 2003, across 4 adviser firms.
What exams has Jeffry Vogel passed?
Jeffry Vogel has passed 7 licensing exams: the Series 63, Series 6, Series 22, Series 26, Series 65, Series 7 and Series 24. The earliest, the Series 63, was passed in February 1987. FINRA credited Jeffry Vogel with the SIE, which began in October 2018.
Where did Jeffry Vogel work before RetireWise Tax and Wealth Advisors?
Before RetireWise Tax and Wealth Advisors, Jeffry Vogel was registered through On Investment Management Co, February 2008 to May 2016; Capital Portfolio Management L.L.C., September 2003 to March 2008.
Where is Jeffry Vogel based?
Jeffry Vogel’s registered office is in Topeka, KS.
Is Jeffry Vogel registered with FINRA?
No. Jeffry Vogel has no current broker registration.
How can I verify Jeffry Vogel’s record?
Search CRD 1633200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffry Vogel’s full registration record.
