Joshua
Zahn
Orgel Wealth Management, LLC
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About this Advisor
Joshua Zahn is a financial advisor based in Altoona, Wisconsin, working with Orgel Wealth Management, LLC. Joshua has previously held positions at Menonomonee Falls High School, University Of Wisconsin-Eau Claire, Voyos Development Group LLC, Securities America, Inc, University Of Wisconsin - Eau Claire, Indiana University - Kelley School Of Business, and Orgel Wealth Management. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Joshua 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
Joshua Zahn Work History
Orgel Wealth Management
Indiana University - Kelley School Of Business
Indiana University - Kelley School Of Business
Securities America, Inc
University Of Wisconsin - Eau Claire
Voyos Development Group LLC
University Of Wisconsin-Eau Claire
Menonomonee Falls High School
Disclosures
Please visit the SEC profile of Joshua Zahn 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
Hopkins, MN
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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