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Dante Vogel

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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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When should you get life insurance?
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step. ⬇️
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Should you get life insurance in your 20s? 5 reasons to consider it
Should you get life insurance in your 20s? 5 reasons to consider itLife insurance may not be the first thing that comes to mind in your 20s. But did you know it can be more affordable when you’re younger and healthier?​ Here are some reasons to consider purchasing life insurance at an earlier age. ⬇️​ ​
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How the cash value of life insurance works
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.​ Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
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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