Phillip Vogel
Phillip Vogel is a ChFC-designated registered investment advisor at Vogel Wealth Management, LLC, based in Omaha, NE, with 40 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 28 clients with $5.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
11330 Q Street, Suite 213, Omaha, NE, 68137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Phillip is a member of Vogel Financial Services LLC and a 50% owner of Vogel Group LLC, both involved in fixed insurance sales and related activities. He also serves on the board of directors at 12 Step House, Inc as a volunteer, dedicating minimal time.
Employment History
Current Registrations
Vogel Wealth Management, LLC
Previous Registrations
Kcd Financial, INC.
Kcd Financial, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
Pruco Securities, LLC.Broker
Freedom Financial, INC.Broker
Vestax Securities CorporationBroker
Fortis Investors, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.