Gary Vogelgesang
Advisor at SPC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consultation services
Fee options
Fixed fees for comprehensive and segmented financial plans (specific amounts not stated)
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $50,000,000: 0.60% $50,000,001+: 0.12%
Hourly financial planning fees (specific hourly rates not stated)
Ongoing consulting services fees charged monthly or quarterly as agreed with client
Fee-only: Hourly fees for financial planning and consulting services; fixed fees for comprehensive and segmented financial plans; ongoing consulting services fees on a monthly or quarterly basis, as agreed with client
Work history
Spc
2020 - Present (6 years)
Parkland Securities, LLC.
2020 - 2021 (1 year)
Stratos Wealth Advisors, LLC
2019 - 2020 (1 year)
New View Wealth Advisory LLC
2019 - 2019 (1 year)
Charles Schwab
2002 - 2018 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Mary S
Series 66
Southern Pines, NC
Edward Jones
Colleen W
Series 63, Series 65
Aberdeen, NC
Fidelity
Colleen Williams is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2026. She collaborates with clients and their advisors to develop financial plans tailored to the unique needs of clients and their families. Colleen has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2008. Her professional background includes positions as a Planning Consultant, Managing Director, Senior Relationship Manager, Relationship Manager, Financial Representative, and Defined Contribution Representative. Outside of her professional work, Colleen has personal interests that include cars, horseback riding, museums, running, skiing, and traveling.
Troy S
Series 63, Series 66
Pinehurst, NC
Edward Jones
Tia C
Series 66
Southern Pines, NC
Edward Jones
Merralee T
Series 66
Southern Pines, NC
Edward Jones
Barbara L
Series 63, Series 65, Series 66
Pinehurst, NC
Merrill
Barbara Lutke is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients’ individual goals, adapting to changing market conditions while leveraging investment insights from Merrill and banking services from Bank of America. Barbara holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ridgewood High School. In addition to her professional role, she actively participates in community volunteer work, reflecting Merrill’s tradition of community involvement.
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