Jon Laher (CRD# 7825762) 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 | Jun 2023 - Current | < 1 |
Orgel Wealth Management | Altoona, WI | Aug 2022 - May 2023 | < 1 |
Student | Medford, WI | Jan 2013 - May 2023 | 10 |
Oakwood Bank | Eau Claire, WI | Jun 2022 - Aug 2022 | < 1 |
Marathon Cheese Corporation | Medford, WI | Jun 2019 - Aug 2021 | 2 |
L & M Tree Farm | Medford, WI | Jun 2017 - Nov 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- WI
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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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