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Dante Vogel

Advisor Image
Dante Vogel
Financial Advisor
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Part of the Cuvee Financial Advisors practice
20935 Swenson Dr. #150
Waukesha, WI 53186
About Dante Vogel

As a Thrivent Financial Advisor, I'm here to help you combine your values and finances in ways that help enable you to reach your goals. I'll assess your situation and develop a plan designed exclusively for you using an appropriate combination of strategies and solutions. Whether you are saving for retirement, need to protect your family, or you're preparing to retire and want help planning for sufficient retirement income, or you simply need help with investment management, I'm here for you. In my free time, I enjoy spending time with family, playing sports & being outdoors, and helping in my local community.

Education & Accomplishments
  • BA in Poli-Sci from Carroll University, FINRA Series 7- General Securities Representative, FINRA Series 66- Uniform Combined State Law, Life & Health Insurance Licenses, Secondary Mathematics Teaching License
My qualifications
  • Bachelors of Political Science, Carroll University
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Florida
  • Illinois
  • Michigan
  • Minnesota
  • New York
  • Texas
  • Wisconsin

Insights

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Financial planning for millennials: A comprehensive guide
Financial planning for millennials: A comprehensive guideDoes it feel like every financial goal is competing for the same dollars? This guide offers 7 ways to prioritize your money and make progress toward what matters most. ⬇️ Let’s talk about what’s competing for your attention and how we can build a financial plan to address it.
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September 2026 Market Update: Healthy growth sends stocks to new highs
September 2026 Market Update: Healthy growth sends stocks to new highsMarkets continue to navigate a mix of opportunities and challenges. Strong earnings, AI-driven investment and a resilient labor market supported equities, while higher interest rates remain a key consideration for investors. Learn more in Thrivent's September Market Update. ⬇️
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Steady growth, stubborn inflation: Q3 2026 market outlook
Steady growth, stubborn inflation: Q3 2026 market outlookEconomic growth remains solid, but investors continue to face questions around inflation, interest rates and AI-driven market expectations. Explore Thrivent's 2026 Mid-Year Market Outlook for perspective on what may lie ahead. ⬇️
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Office location
Waukesha Location
20935 Swenson Dr. #150
Waukesha, WI 53186
Phone920-650-0234Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations