Vogel Consulting, LLC
Firm details
- Headquarters
- Brookfield, Wisconsin
- CRD number
- 114661
- Website
- vogelcg.com
- Fee structure
- Hourly Charges, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vogel Consulting, LLC is an owner-operated independent registered investment adviser structured as a limited liability company. The firm combines accounting practice activity with advisory services focused on financial planning and the selection of third-party advisers. It is registered to do business in Florida, Illinois and Wisconsin. Vogel Consulting bills clients through hourly and other fee arrangements and is identified as a capital allocator that places client capital with external managers. The firm is not flagged as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Rhona Vogel
Founder & CEOCRD 4436910
Contacts
2 of 2
Shannon Zur
Family Office DirectorCRD 4625360
Thomas Scholz
Investment ManagerCRD 2654174
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brookfield, WI
Waukesha
Location
Brookfield, WI
Headquartered in Brookfield, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- 3415 Gateway Rd
- Time zone
- CT (UTC-6)
- Office locations
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