Nicholas Vogel
Bluestem Financial Advisors · Savoy, Illinois
Nicholas Vogel is a fee-only financial advisor at Bluestem Financial Advisors in Savoy, Illinois, who holds the CFP credential. Nicholas charges an ongoing planning fee and focuses on student loans, retirement planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Bluestem Financial Advisors |
|---|---|
| Based in | Savoy, Illinois |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $358.2M across 1,010 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 7156111 |
| Exams passed | Series 65 (2019) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.jacobkuebler.com |
How Nicholas's firm compares
- Bluestem Financial Advisors's average account is about $355,000, from its Form ADV (assets managed divided by 1,010 accounts).
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Questions about Nicholas
Is Nicholas Vogel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicholas holds no broker registration, and Bluestem Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicholas charge for financial advice?
Nicholas charges an ongoing planning fee.
Where is Nicholas Vogel based?
Nicholas Vogel is based in Savoy, Illinois.
What does Nicholas specialize in?
Nicholas's specialties include student loans, retirement planning and tax planning. Nicholas works with retirees and pre-retirees.
What credentials does Nicholas Vogel hold?
Nicholas Vogel holds the CFP credential.
Is Nicholas Vogel registered with the SEC?
Yes. Nicholas Vogel is registered as an investment adviser representative in IL (CRD 7156111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bluestem Financial Advisors manage?
Bluestem Financial Advisors reports $358.2M across 1,010 accounts in assets under management.
How do I contact Nicholas Vogel?
Through Nicholas's website, www.jacobkuebler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bluestem Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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