Angel
Way
Org Partners
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About this Advisor
Angel Way is a financial advisor based in Roanoke, Indiana, working with Org Partners. Angel has previously held positions at Harvest Financial Group, LLC, Hynes Advisory Group, LLC, Regal Investment Advisors, Emerald Investment Partners, LLC, Org Partners, LLC, Paragon Tax, Insurance & Investments, Paragon Tax Advisory Services, LLC, Federal Employee Tax Planners, LLC, Paragon Estate Planners, LLC, Paragon Tax Planners, Way Street Financial, LLC, and Brokers International Financial Services, LLC. Angel has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Angel is part of Org Partners, which operates out of Roanoke, Indiana. The firm has 11 offices and 22 employees. The firm manages assets totaling $983.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Org Partners includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Org Partners Brokerage Details
$983,937,880
22
3,016
$326,239
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Angel Way Work History
Way Street Financial, LLC
Org Partners, LLC
Paragon Tax Planners
Paragon Tax Advisory Services, LLC
Emerald Investment Partners, LLC
Paragon Estate Planners, LLC
Federal Employee Tax Planners, LLC
Regal Investment Advisors
Brokers International Financial Services, LLC
Harvest Financial Group, LLC
Hynes Advisory Group, LLC
Paragon Tax, Insurance & Investments
Disclosures
Please visit the SEC profile of Angel Way to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Org Partners
Roanoke, IN
Roanoke, IN
Dallas, TX
Roanoke, IN
Roanoke, IN
Dallas, TX
Brunswick, OH
Roanoke, IN
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