Introducing Your WFS Financial Advisor
and Trust Liaison Officer
Kevin Vogt
Contact Information
888.493.7266 x6381
714.920.7643
send email, click here
Wescom Financial Services
P.O. Box 7058
Pasadena CA 91109
 

“For nearly 20 years, I have utilized proven principles of sound financial planning to help clients reach their financial needs, goals, and dreams. I am committed to helping each member develop a blueprint for financial achievement.”

Registered through our broker dealer, Wescom Financial Services, LLC
Series 7 – General Securities Representative
Series 63 – Uniform State Law
Series 66 – Uniformed Combined State Law

Additional Qualifications
California Insurance Agent License #0665731
Long Term Care Certified
Trust Liaison Officer

Previous Experience
Waddell and Reed Financial Services, California Federal Investment Services, Fidelity Federal Investment Service, Citicorp Investment Services

Personal Interests
Travel, Hiking, Music, Cycling, Water Sports

Securities State Registration
CA, NV, OR, TN, WA

  

Trust services provided by MEMBERS Trust Company. Investment products and services are offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).

Investments are not NCUA/NCUSIF insured, are not Credit Union Guaranteed, and may lose value.

To view WFS disclosures please click here.