Benjamin Kanz, financial advisor Altoona WI

Benjamin Kanz

CRD Number: 4119942
Current Firm: Orgel Wealth Management, LLC

Benjamin Kanz (CRD# 4119942) 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.

Similar Advisors
Kevin McKinley, financial advisor Altoona WI
Kevin P. McKinley
CRD# 1177018
Mckinley Money, LLC
Similar Advisors
Amy Anderl, financial advisor Altoona WI
Amy M. Anderl
CRD# 6621851
Robert W. Baird & Company Incorporated
Similar Advisors
Rachelle Anglemyer, financial advisor Altoona WI
Rachelle L. Anglemyer
CRD# 5319186
Edward Jones
Professional Designations
Company Name Location Dates Years
Orgel Wealth Management, LLC Eau Claire, WI Oct 2013 - Current 8
Rbc Capital Markets Eau Claire, WI Nov 2009 - Oct 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Benjamin J. Kanz
Phone Number: 715-835-6525
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    6,607
    MILLIONS
  • Total Number of Accounts
    9,064
    ACCOUNTS
  • Average Account Value
    $728,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Benjamin Kanz and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.