Financial advisers in Altoona, Wisconsin
18 profiles with reported offices in Altoona, Wisconsin. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
Mark OrgelMember & ChairmanOrgel Wealth ManagementCRD 1319970
Mark BoserMember & Director of Retirement PlansOrgel Wealth ManagementCRD 2921925
Ty BernickePrincipalBernicke Wealth ManagementCRD 2936490
Benjamin KanzMember & Managing DirectorOrgel Wealth ManagementCRD 4119942
Aaron ReynoldsMember & Chief Investment OfficerOrgel Wealth ManagementCRD 4573738
Samir MurtyMember & Senior Relationship ManagerOrgel Wealth ManagementCRD 4813635- Kristie WeberDirector of Wealth Services / CCOBernicke Wealth ManagementCRD 5181468
Steven LathamInvestment adviser representativeBernicke Wealth ManagementCRD 5432016
Evan NelsonMember & Relationship ManagerOrgel Wealth ManagementCRD 5498778
Daniel EstensonInvestment adviser representativeBernicke Wealth ManagementCRD 6108325
Jacob JansenManaging MemberJansen Wealth ManagementCRD 6172838- Katherine AubartInvestment adviser representativeBernicke Wealth ManagementCRD 6613881
- Jill WegnerChief Compliance OfficerJansen Wealth ManagementCRD 6996950
- Tasha StrandInvestment adviser representativeBernicke Wealth ManagementCRD 7371083
- Mitchell VanDenMeerendonkInvestment adviser representativeBernicke Wealth ManagementCRD 7424492
William PetersonInvestment adviser representativeBernicke Wealth ManagementCRD 7471801- Brody BernickeInvestment adviser representativeBernicke Wealth ManagementCRD 7515411
- Haley TurkInvestment adviser representativeBernicke Wealth ManagementCRD 7830052
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.