Michael E. Lemon

VOGEL WEALTH MANAGEMENT

Omaha, NE 68137

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CRD#: 8000720

Professional summary

Michael Elgin Lemon, who also goes by Mike Lemon, is a registered financial advisor currently at VOGEL WEALTH MANAGEMENT, LLC located in Omaha, Nebraska.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Michael has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Lemon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Lemon, Sole Proprietor; Yes; Omaha, NE; Insurance Sales; Insurance Agent; 05/2024; 80/ HRS MO; 0/HRS MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Elgin Lemon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 31, 2024 - Present

VOGEL WEALTH MANAGEMENT, LLC

Office #1: 11330 Q Street Suite 213, Omaha, NE 68137

RIA

CRD#: 326498

Omaha, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nebraska
(10/31/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/10/2024

Uniform Investment Adviser Law Examination

Current Firm

VOGEL WEALTH MANAGEMENT, LLC

CRD#: 326498 / SEC#:

Nebraska

Registered Investment Advisory firm - (4/25/2023 Approved)

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Contact information

Main Address

11330 Q Street Suite 213, Omaha, NE 68137

Mailing Address

Phone number

(402) 597-2304

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 4,210,167

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael E. Lemon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Elgin Lemon's CRS (Customer Relationship Summary).

Certified licenses

Experience

VOGEL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/10/2024

Current Firm

VOGEL WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VOGEL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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