Mark
Boser
Orgel Wealth Management, LLC
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About this Advisor
Mark Boser is a financial advisor who works out of Altoona, Wisconsin who has 10 years of relevant experience. Boser is currently employed by Orgel Wealth Management, LLC. The advisor has gained experience at Rbc Capital Markets, LLC and Orgel Wealth Management, LLC. Boser holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Wisconsin. Orgel Wealth Management, LLC is an advisory firm that has its headquarters in Altoona, WI. The firm has offices in three locations and a total of 75 advisors. It manages $6 billion in assets under management between its 9,697 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to 40 charitable organizations. Of its 9,697 client accounts, 29% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Orgel Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees depend on which services the firm provides the client. However, fees charged by Orgel Wealth Management, LLC may include any blend 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
Mark Boser Work History
Mark has been registered as a financial advisor for 10 years.*
Orgel Wealth Management, LLC
Rbc Capital Markets, LLC
*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 Mark Boser 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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