Nicholas
Vogel

Bluestem Financial Advisors, LLC

CRD#7156111
Investment Advisor
in Savoy, IL

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About this Advisor

Nicholas Vogel is a financial advisor based in Savoy, Illinois, working with Bluestem Financial Advisors, LLC. Nicholas has previously held positions at Bluestem Financial Advisors, LLC and Martin Hood LLC. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Nicholas is part of Bluestem Financial Advisors, LLC, which operates out of Savoy, Illinois. The firm has 1 office and 9 employees. The firm manages assets totaling $279.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Bluestem Financial Advisors, LLC includes hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

1809 Woodfield Drive Suite A
Savoy, IL 61874

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Bluestem Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$279,389,061

IL Average: $6,674,516,078
Total Number of Employees

9

IL Average: 44
Total Number of Accounts

919

IL Average: 2,564
Average Account Size

$304,014

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Nicholas Vogel Work History

2018 - Present (6 years)

Bluestem Financial Advisors, LLC

2012 - 2018 (6 years)

Martin Hood LLC

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Disclosures

Please visit the SEC profile of Nicholas 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 Bluestem Financial Advisors, LLC

Joshua Cutler
Savoy, IL
Nicholas Vogel
Savoy, IL
Rodney Camper
Savoy, IL
Jacob Kuebler
Savoy, IL
Joseph Miebach
Savoy, IL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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