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Daniel M. Oliver

ORGEL WEALTH MANAGEMENT
Minnetonka, MN 55305
Some features on this profile are disabled
CRD#: 6655329
DO

Professional summary

Daniel Michael Oliver, who also goes by Dan Oliver, is a registered financial advisor currently at ORGEL WEALTH MANAGEMENT, LLC located in Minnetonka, Minnesota.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Oliver

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Michael Oliver's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 13, 2018 - Present

ORGEL WEALTH MANAGEMENT, LLC

Office #1: 701 Carlson Parkway Suite 150, Minnetonka, MN 55305
RIA
CRD#: 168219
Minnetonka, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(9/27/2021)
IAR
Texas
(10/13/2021)
IAR
Wisconsin
(12/13/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/13/2018
Uniform Investment Adviser Law Examination

Current Firm

OW
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)
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Contact information

Main Address
2420 Rivers Edge Drive, Altoona, WI 54720
Mailing Address
Phone number
(715) 835-6525
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ORGEL WEALTH MANAGEMENT WRAP FEE BROCHURE (3/27/2024)
ORGEL WEALTH MANAGEMENT ADV BROCHURE (3/27/2024)

Regulatory assets under management

Total Number of Accounts10,031
AUM (Assets Under Management)$ 7,104,580,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219Minnetonka, MN 55305

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