Mary
Hiss
Orgel Wealth Management, LLC
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About this Advisor
Mary Hiss is a certified financial planner working out of Altoona, Wisconsin, with a total of 5 years of industry experience. Hiss works at Orgel Wealth Management, LLC. Their career trajectory has included roles at Stifel Nicolaus and Orgel Wealth Management, LLC. Hiss maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Wisconsin. Orgel Wealth Management, LLC is a registered investment firm operating out of Altoona, WI. It has offices in three locations and a total of 75 people on staff. It has $6 billion in assets under management among its 9,697 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 40 charities and foundations. Of its 9,697 customer accounts, 29% are held by high-net-worth investors who have greater than $1 million in assets. Orgel Wealth Management, LLC offers 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 services the firm provides the client. However, fee types billed 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
Mary Hiss Work History
Mary has been registered as a financial advisor for 5 years.*
Orgel Wealth Management, LLC
Stifel Nicolaus
*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 Mary Hiss 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
