Benjamin
Kanz
Orgel Wealth Management, LLC
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About this Advisor
Benjamin Kanz is a chartered financial analyst operating in Altoona, Wisconsin with 10 years of relevant experience. Kanz is currently employed by Orgel Wealth Management, LLC. Over the course of their career, they have held roles at Orgel Wealth Management, LLC and Rbc Capital Markets. Kanz holds Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to serve investors in Minnesota, Texas and Wisconsin. Orgel Wealth Management, LLC is a registered investment company that has its headquarters in Altoona, WI. The company has offices in three locations and a total of 75 advisors. It administers $6 billion in assets under management between its 9,697 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 9,697 customer accounts, 29% belong to high-net-worth clients who have more than $1 million in investable assets. Orgel Wealth Management, LLC offers 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. Financial management fees largely are based on which service is provided. Fees charged by Orgel Wealth Management, LLC likely are comprised 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
Benjamin Kanz Work History
Benjamin has been registered as a financial advisor for 10 years.*
Orgel Wealth Management, LLC
Rbc Capital Markets
*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 Benjamin Kanz 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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