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Distance Only Altoona, WI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Daniel Oliver (CRD# 6655329) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 5 years of experience in the finance industry.
Mark Orgel (CRD# 1319970) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 39 years of experience in the finance industry.
Geoffrey Probst (CRD# 5663895) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry. Geoffrey Probst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Reitzner (CRD# 5493960) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 16 years of experience in the finance industry.
Aaron Reynolds (CRD# 4573738) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry. Aaron Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Aaron Seeman (CRD# 4222561) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Altoona, WI and has over 23 years of experience in the finance industry.
Brian Soley (CRD# 5221322) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 17 years of experience in the finance industry. Brian Soley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Spaeth (CRD# 6085526) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 11 years of experience in the finance industry.
Kristie Weber (CRD# 5181468) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 8 years of experience in the finance industry.
Kevin Widiker (CRD# 4752176) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 20 years of experience in the finance industry. Kevin Widiker has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.