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.
| Title | Partner / Vice President / Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2017 |