Daniel
Oliver
Orgel Wealth Management, LLC
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About this Advisor
Daniel Oliver is a financial advisor based in Altoona, Wisconsin with 5 years of relevant experience. Oliver is currently employed by Orgel Wealth Management, LLC. Over the course of their career, Oliver has held roles at Jim Bob'S Pizza, University Of Wisconsin Madison, Badger West Wine & Spirits, Capitol Centre Market, Fries Financial Group, Zimbrick Bmw, Ubs Financial Services - The Burish Group, Student and Orgel Wealth Management. Oliver maintains a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Minnesota, Texas and Wisconsin. Orgel Wealth Management, LLC is a business headquartered in Altoona, WI. It has offices in three locations and a total of 75 financial advisors. It administers $6 billion in total assets between its 9,697 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 40 charities and foundations. Of its 9,697 client accounts, 29% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs 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 charged by financial advisors depend on which service is offered. Fees charged by Orgel Wealth Management, LLC may include 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
Daniel Oliver Work History
Daniel has been registered as a financial advisor for 5 years.*
Orgel Wealth Management
Fries Financial Group
Ubs Financial Services - The Burish Group
Capitol Centre Market
Fries Financial Group
Zimbrick Bmw
Badger West Wine & Spirits
University Of Wisconsin Madison
Jim Bob'S Pizza
Student
*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 Daniel Oliver 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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