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Jonathan Michael Vogel

Partner / Vice President / Chief Compliance OfficerRetirewise Tax and Wealth Advisors, Inc.CRD 6163358

About Jonathan Michael Vogel

Jonathan Michael Vogel is listed as Partner / Vice President / Chief Compliance Officer at Retirewise Tax and Wealth Advisors, Inc. in Topeka, KS. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Retirewise Tax and Wealth Advisors, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Michael Vogel work?

Jonathan Michael Vogel is listed as Partner / Vice President / Chief Compliance Officer at Retirewise Tax and Wealth Advisors, Inc. on SEC Form ADV.

How much of Retirewise Tax and Wealth Advisors, Inc. does Jonathan Michael Vogel own?

Form ADV reports a beneficial ownership band of 50-75%.

Retirewise Tax and Wealth Advisors, Inc.

TitlePartner / Vice President / Chief Compliance Officer
Ownership50-75%
Control personYes
Since2017
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