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Andrew Vogel

Advisor at RetireWise Tax and Wealth Advisors, Inc.

Updated today

Location

Topeka, KS 66614

Credentials

Series 65

Industry experience

1 year

About

Andrew Vogel is a Series 65-licensed advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. Prior to joining RetireWise in 2024, he worked for Young Life for 19 years. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and advisory services primarily to individual and high-net-worth clients, using a segmented portfolio approach that addresses immediate, near-term, and long-term needs. The firm incorporates tax considerations into its planning and utilizes third-party asset managers and model strategies to implement and monitor client portfolios.

Client services

Based on RetireWise Tax and Wealth Advisors, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on RetireWise Tax and Wealth Advisors, Inc.

Income planning Annuities Retirement income strategy Cash flow / budgeting

Demographic focus

Based on RetireWise Tax and Wealth Advisors, Inc.

Approaching retirement Retired

Fee options

Fixed

Financial planning fees may be charged in some circumstances, amount varies and can be paid from account or otherwise.

Percentage

up to 1.5% annually (varies by client circumstances and services)

Commissions

Insurance commissions earned by advisor representatives separately licensed as insurance agents; commissions are separate from advisory fees.

Location

2820 Sw Mission Woods Drive

Topeka, KS 66614

Most active in

Kansas

Work history

Retirewise Tax and Wealth Advisors, Inc.

2024 - Present (2 years)

Young Life

2005 - 2024 (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Korwin W

Series 63, Series 65

Topeka, KS

KDWALLSTREET Investment Advisor LLC

Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.

Options & derivatives strategies Retirement income strategy Retired Christian Faith Based
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Nicholas S

Series 65, Series 66

Topeka, KS

Avant Wealth Management, LLC

Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has worked at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. In addition to advisory work, he is licensed as a life and health insurance agent and is involved in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and businesses. The firm manages a small client base using both fundamental and technical analysis and delivers managed accounts through the Altruist platform.

Life insurance needs analysis Annuities
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Kristopher M

Series 63

Topeka, KS

T & M Financial Inc.

Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.

College savings (529s, UTMA, etc.)
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James L

Series 63, Series 65

Topeka, KS

Paladin Financial

James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.

Active portfolio management Options & derivatives strategies
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Ryan S

Series 66

Topeka, KS

Next Generation Investing, LLC

Ryan Shumaker is the owner and managing member of Retirement Portfolios, LLC in Lawrence, Kansas, with 17 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group, TCM Securities, and co-owns Next Generation Investing, LLC. Outside of advisory services, he owns a tax preparation business and a farming operation. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 client accounts, offering discretionary portfolio management, standalone financial plans, and educational workshops. Their investment approach combines fundamental, technical, charting, cyclical, and quantitative analysis, implementing a range of strategies including long-term, short-term, and trading.

Charitable giving & philanthropy General estate planning guidance Income planning
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Cale Y

Series 65, Series 66

Topeka, KS

Blazing Star Financial

Cale Yost is a financial advisor at Blazing Star Financial with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Blazing Star Financial and its predecessor firms since 2023 and serves as Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services. Yost also serves as Inspector General Superintendent with the Kansas Air National Guard, where he has been employed since 2004. Blazing Star Financial is a state-registered advisory firm managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, focusing on passive portfolio construction guided by Modern Portfolio Theory, with options for values-based investing and fixed-annuity recommendations when appropriate.

Annuities Cash flow / budgeting Tax strategies for small businesses
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