Best Investors Account Sign in
Inactive

Daniel Michael Oliver

Orgel Wealth Management, LLC

Altoona, WI

55305, MN

Claim This Profile
Current Employers
Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-13
MN RA APPROVED 2021-09-27
WI RA APPROVED 2018-12-13
  • TX RA
    APPROVED_RES
    Since 2021-10-13
  • MN RA
    APPROVED
    Since 2021-09-27
  • WI RA
    APPROVED
    Since 2018-12-13

Branch Locations

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

701 Carlson Parkway Suite 150, 55305, MN 55305 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Wisconsin Madison Madison WI 08/2014 05/2018
Zimbrick Bmw Madison WI 09/2016 09/2017
Fries Financial Group Chippewa Falls WI 05/2017 08/2017
Ubs Financial Services - The Burish Group Madison WI 09/2017 05/2018
Orgel Wealth Management Altoona WI 05/2018 12/2024
Orgel Wealth Management Minnetonka MN 01/2025 Present
  • 08/2014 → 05/2018
    University Of Wisconsin Madison
    Madison, WI
  • 09/2016 → 09/2017
    Zimbrick Bmw
    Madison, WI
  • 05/2017 → 08/2017
    Fries Financial Group
    Chippewa Falls, WI
  • 09/2017 → 05/2018
    Ubs Financial Services - The Burish Group
    Madison, WI
  • 05/2018 → 12/2024
    Orgel Wealth Management
    Altoona, WI
  • 01/2025 → Present
    Orgel Wealth Management
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-13
  • S65 Uniform Investment Adviser Law Examination
    2018-12-13
Other Names
  • Dan Oliver

View on SEC IAPD

Other Firms

GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
ALPHASTAR CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BUSKA WEALTH MANAGEMENT, LLC

Other Investors

STEVEN JAMES HOFFMAN
David K Guild
Brenden A Cullen
MATTHEW JAMES OLSON
DAVID EUGENE HOPKINS
DALE MICHAEL ROBL
Andrew Paul Reitzner
Kia Xiong-Yang

Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI
ALPHASTAR CAPITAL MANAGEMENT · Altoona, WI
EDWARD JONES · EAU CLAIRE, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Eau Claire, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Eau Claire, WI

More in Altoona, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor