Daniel Oliver, financial advisor Altoona WI

Daniel Oliver

CRD 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.

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
Similar Advisors
Peter Atkinson, financial advisor Altoona WI
Peter J. Atkinson
CRD# 4268761
Orgel Wealth Management, LLC
Company Name Location Dates Years
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
Contact Info for Daniel M. Oliver
Phone Number: 715-835-6525
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    5,619
    MILLIONS
  • Total Number of Accounts
    8,152
    ACCOUNTS
  • Average Account Value
    $689,258
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, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from multiple 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.