Benjamin Kanz has been Member & Managing Director of Orgel Wealth Management since May 2013, is a control person of the firm and directly owns between 10% and 25% of it. Benjamin Kanz holds a Bachelor of Arts in Finance from the University of St. Thomas and a Master of Business Administration from Carlson School of Management, University of Minnesota – Twin Cities.
Orgel Wealth Management, LLC is an Altoona, WI firm with $9.55B under management, 3,976 clients and 31 advisers across 3 offices, as of its March 2026 filing.
Benjamin Kanz is Senior Relationship Manager and Principal of Orgel Wealth Management. He has over 26 years of industry experience, providing portfolio design, investment research, and relationship management for individuals and businesses. He previously served as an investment portfolio manager for U.S. Bancorp.
Benjamin Kanz’s longest registration is the current one, 13 years at Orgel Wealth Management since 2013. Before joining Orgel Wealth Management in 2013, Benjamin Kanz was registered through RBC Capital Markets, LLC.
- Orgel Wealth Management, LLCCurrent– present · 13 yearsAltoona, WI · Adviser representative · Firm CRD 168219
- RBC Capital Markets, LLC– · 3 yearsEau Claire, WI · Adviser representative · Firm CRD 31194
Professional designations
Listed by Orgel Wealth Management
- Chartered Financial Analyst®
Investment adviser representative registrations
Benjamin Kanz is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from October 2013; the most recent is Florida, in May 2023.
- FloridaSince 17 May 2023
- MinnesotaSince 11 October 2019
- TexasResidentSince 14 October 2013
- WisconsinSince 11 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 28 December 2009 |
| Series 7 | General Securities Representative Examination | 7 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2000 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Benjamin John Kanz
- CRD
- 4119942
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member & Managing Director
- Office
- 2420 RIVERS EDGE DRIVE, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Benjamin Kanz work?
Benjamin Kanz has been Member & Managing Director of Orgel Wealth Management, LLC since May 2013, and is a control person of the firm.
Is Benjamin Kanz a financial advisor?
Yes. Benjamin Kanz has a current investment-adviser registration in Florida, Minnesota, Texas and Wisconsin, through Orgel Wealth Management since October 2013.
How many years of experience does Benjamin Kanz have?
Benjamin Kanz has 16 years in the financial industry, since January 2010, across 2 adviser firms.
What exams has Benjamin Kanz passed?
Benjamin Kanz has passed 3 licensing exams: the Series 63, Series 7 and Series 66. The earliest, the Series 63, was passed in December 2000.
Where is Benjamin Kanz based?
Benjamin Kanz’s registered office is in Altoona, WI.
Is Benjamin Kanz registered with FINRA?
No. Benjamin Kanz has no current broker registration.
Is Benjamin Kanz a CFA charterholder?
Orgel Wealth Management lists Benjamin Kanz with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Benjamin Kanz’s record?
Search CRD 4119942 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Kanz’s full registration record.
