Dylan Schulz (CRD# 7633043) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orgel Wealth Management | Altoona, WI | Aug 2021 - Current | 2 |
| Student | Winona, MN | Aug 2018 - May 2022 | 3 |
| Ashley Furniture Industries | Arcadia, WI | Mar 2020 - Aug 2021 | 1 |
| Property Minds | Eau Claire, WI | May 2019 - Aug 2019 | < 1 |
| All Season Landscaping LLC | Altoona, WI | Jun 2018 - Aug 2018 | < 1 |
| Micon Cinemas | Eau Claire, WI | Apr 2018 - May 2018 | < 1 |
| Student | Fall Creek, WI | Sep 2012 - Mar 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- WI
-
Total Assets Under Management7,105MILLIONS
-
Total Number of Accounts10,031ACCOUNTS
-
Average Account Value$708,262
- 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, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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