Daniel OliverCRD Number: 6655329
Current Firm: Orgel Wealth Management, LLC
Daniel Oliver (CRD# 6655329) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.
Robert W. Baird & Company Incorporated
Orgel Wealth Management, LLC
|Orgel Wealth Management||Altoona, WI||May 2018 - Current||3|
|Ubs Financial Services - The Burish Group||Madison, WI||Sep 2017 - May 2018||< 1|
|University Of Wisconsin Madison||Madison, WI||Aug 2014 - May 2018||3|
|Zimbrick Bmw||Madison, WI||Sep 2016 - Sep 2017||1|
|Fries Financial Group||Chippewa Falls, WI||May 2017 - Aug 2017||< 1|
|Fries Financial Group||Chippewa Falls, WI||May 2016 - Aug 2016||< 1|
|Capitol Centre Market||Madison, WI||Jan 2016 - Apr 2016||< 1|
|Badger West Wine & Spirits||Eau Claire, WI||May 2015 - Aug 2015||< 1|
|Unemployed||Jim Falls, WI||May 2014 - Aug 2014||< 1|
|Jim Bob's Pizza||Chippewa Falls, WI||Apr 2013 - Aug 2014||1|
|Student||Chippewa Falls, WI||Jan 2008 - May 2014||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management5,619MILLIONS
Total Number of Accounts8,152ACCOUNTS
Average Account Value$689,258
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WA, WI, WY
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