Jonathan
Vogel
Impact Partnership Wealth, LLC
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About this Advisor
Jonathan Vogel is a financial advisor based in Denver, Colorado. Vogel is an employee of Impact Partnership Wealth, LLC. Vogel has gained experience at Ryan Ganz Properties Aka Liberty Construction Mgmt, Enterprise Rent-A-Car, Edward Jones, Scotttrade, Stifel Nicolaus & Co Inc, Larson Financial Securities, LLC, Summit Wealth Strategies, University Of Missouri - Columbia and Impact Partnership Wealth LLC. Vogel maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and can work in Colorado. Impact Partnership Wealth, LLC is a registered investment business based in Kennesaw, GA. The company has offices in 30 locations and a total of 37 people on staff. It controls $292 million in total assets among its 2,042 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,042 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advice largely vary depending on which service is offered. However, fees billed by Impact Partnership Wealth, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Impact Partnership Wealth, LLC Brokerage Details
$291,965,318
37
2,042
$142,980
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathan Vogel Work History
Jonathan has been registered as a financial advisor for 0 years.*
Summit Wealth Strategies
Impact Partnership Wealth LLC
Larson Financial Securities, LLC
Stifel Nicolaus & Co Inc
Scotttrade
Edward Jones
Ryan Ganz Properties Aka Liberty Construction Mgmt
Enterprise Rent-A-Car
University Of Missouri - Columbia
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Vogel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Impact Partnership Wealth, LLC
Kennesaw, GA
Anaheim, CA
Kennesaw, GA
Kennesaw, GA
Wilmington, DE
Winston Salem, NC
Kennesaw, GA
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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