Daniel Michael Oliver

Employer firm

Orgel Wealth Management, LLC CRD 168219

$9.55B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2018-12-13

Other Names

• Dan Oliver