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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Samir Murty (CRD# 4813635) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 19 years of experience in the finance industry.
Evan Nelson (CRD# 5498778) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry.
Kathryn Noe (CRD# 5473425) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 10 years of experience in the finance industry.
Theodore Oeffler (CRD# 5830479) is an Investment Advisor Representative working at Edward Jones in Chippewa Falls, WI and has over 13 years of experience in the finance industry.
Daniel Oliver (CRD# 6655329) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 5 years of experience in the finance industry.
Mark Orgel (CRD# 1319970) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 39 years of experience in the finance industry.
Geoffrey Probst (CRD# 5663895) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry. Geoffrey Probst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tracy Reierson (CRD# 4847342) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 19 years of experience in the finance industry.
Andrew Reitzner (CRD# 5493960) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 15 years of experience in the finance industry.
Aaron Reynolds (CRD# 4573738) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry. Aaron Reynolds has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.