KV
CFA
KV
CFA

Kathleen Vogelsang

Grand Rapids, MI

Kathleen Vogelsang is a CFA-designated registered investment advisor at Bostwick Investment Consulting, based in Grand Rapids, MI. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$1,000/hr
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Location

99 Monroe Avenue NW, Suite 200, Grand Rapids, MI, 49503

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Bostwick Investment Consulting
February 2026 - Present · 3 mos
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.