Michael James Orzel

Employer firm

Farther CRD 302050

$16.0B regulatory AUM 450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Signalpoint Asset Management, Llc
  Springfield, MO
• 11/2024 → Present
  Farther Finance Advisors
  Springfield, MO

Previous Registrations

• 2008-09-30 → 2025-03-16
  Signalpoint Asset Management Llc
  Matthews, NC
  Springfield, MO
  Springfield, MO
  Springfield, MO
  Matthews, NC
  Fernandina Beach, FL
• 2014-02-19 → 2016-09-13
  Signalpoint Capital Management, Llc
  Springfield, MO
  Springfield, MO
• 1997-07-08 → 2008-08-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Diego, CA
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-01
• S66 Uniform Combined State Law Examination
  1997-09-23

Other Names

• Michael Orzel