Daniel
Oliver
Orgel Wealth Management, LLC
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About this Advisor
Daniel Oliver is a financial advisor based in Altoona, Wisconsin, working with Orgel Wealth Management, LLC. Daniel has previously held positions 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, and Orgel Wealth Management. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Minnesota, Texas, and Wisconsin. Currently, Daniel is part of Orgel Wealth Management, LLC, which operates out of Altoona, Wisconsin. The firm has 3 offices and 78 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Orgel Wealth Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$7,104,580,359
78
10,031
$708,262
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
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
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
Hopkins, MN
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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