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.
CRD# 5319186
Edward Jones
CRD# 4268761
Orgel Wealth Management, LLC
CRD# 4585084
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Orgel Wealth Management | Altoona, WI | May 2018 - Current | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MN
- TX
- WI
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Total Assets Under Management7,105MILLIONS
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Total Number of Accounts10,031ACCOUNTS
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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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