Joshua Zahn (CRD# 6963968) 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 2022 - Current | 1 |
| Indiana University - Kelley School Of Business | Bloomington, IN | May 2021 - Jun 2022 | 1 |
| Indiana University - Kelley School Of Business | Bloomington, IN | May 2021 - Jun 2022 | 1 |
| University Of Wisconsin - Eau Claire | Eau Claire, WI | Sep 2020 - May 2021 | < 1 |
| Securities America, Inc. | Middleton, WI | Feb 2020 - Sep 2020 | < 1 |
| Voyos Development Group LLC | Middleton, WI | Jun 2019 - Feb 2020 | < 1 |
| University Of Wisconsin-eau Claire | Eau Claire, WI | Sep 2015 - Jun 2019 | 3 |
| Menonomonee Falls High School | Menonomonee Falls, WI | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- MN
- 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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