Joshua
Zahn
Orgel Wealth Management, LLC
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About this Advisor
Joshua Zahn is a financial advisor who works out of Altoona, Wisconsin. Zahn works at Orgel Wealth Management, LLC. During their career, the advisor has held roles 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. Zahn holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Minnesota and Wisconsin. Orgel Wealth Management, LLC is a company that has its headquarters in Altoona, WI. The investment advisory business has offices in three locations and a total of 75 advisors. It controls $6 billion in assets under management across its 9,697 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 40 charities and foundations. Of its 9,697 accounts, 29% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Orgel Wealth Management, LLC has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors typically depend on the type of services offered. Fee types charged by Orgel Wealth Management, LLC likely 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
Joshua Zahn Work History
Joshua has been registered as a financial advisor for 0 years.*
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
*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 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
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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