Adam
Kern
Orgel Wealth Management, LLC
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About this Advisor
Adam Kern is a certified financial planner and chartered financial analyst working out of Altoona, Wisconsin who has 4 years of relevant experience. Kern works at Orgel Wealth Management, LLC. Throughout their career, they have worked at International Business Machines, Capital One Financial and Orgel Wealth Management. Kern is approved to work in Wisconsin. Orgel Wealth Management, LLC is an advisory firm headquartered in Altoona, WI. It has offices in three locations and a total of 75 advisors. It handles $6 billion in assets between its 9,697 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 40 charities and foundations. Of its 9,697 client accounts, 29% are associated with high-net-worth investors who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on which service is provided. However, fees charged by Orgel Wealth Management, LLC can consist of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$6,255,250,814
75
9,697
$645,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Adam Kern Work History
Adam has been registered as a financial advisor for 4 years.*
Orgel Wealth Management
Capital One Financial
International Business Machines
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Kern 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 Orgel Wealth Management, LLC
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
