Mark Boser has been Member & Director of Retirement Plans of Orgel Wealth Management since May 2013, is a control person of the firm and directly owns between 5% and 10% of it. Mark Boser holds a Bachelor of Science in Finance from the University of Minnesota Carlson School of Management and a Master of Business Administration from Bethel University.
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.
Mark Boser is Director of Retirement Plan Services and Principal of Orgel Wealth Management. He leads a team of retirement plan specialists that provide investment advisory, consulting and employee education services to corporate retirement plan clients. He has over two decades of retirement plan consulting experience. He previously served as a financial advisor and a consultant for other financial services organizations.
Mark Boser’s longest registration is the current one, 13 years at Orgel Wealth Management since 2013. Before joining Orgel Wealth Management in 2013, Mark Boser was registered through RBC Capital Markets, LLC and NRP Advisors, Inc.
- Orgel Wealth Management, LLCCurrent– present · 13 yearsAltoona, WI · Adviser representative · Firm CRD 168219
- RBC Capital Markets, LLC– · 1 yearEau Claire, WI · Adviser representative · Firm CRD 31194
- NRP Advisors, Inc.– · 2 yearsSt Paul, MN · Adviser representative · Firm CRD 141430
- NRP Financial, Inc.– · under a yearSt Paul, MN · Adviser representative · Firm CRD 103717
- Cantella & Co., Inc.– · 1 yearSt. Paul, MN · Adviser representative · Firm CRD 13905
Professional designations
Listed by Orgel Wealth Management
- Accredited Investment Fiduciary®
Investment adviser representative registrations
Mark Boser is registered as an investment adviser representative in Wisconsin, since October 2013.
- WisconsinSince 11 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 17 May 2012 |
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 September 1997 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Anthony Boser
- CRD
- 2921925
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member & Director of Retirement Plans
- Office
- 2420 RIVERS EDGE DRIVE, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Mark Boser work?
Mark Boser has been Member & Director of Retirement Plans of Orgel Wealth Management, LLC since May 2013, and is a control person of the firm.
Is Mark Boser a financial advisor?
Yes. Mark Boser has a current investment-adviser registration in Wisconsin, through Orgel Wealth Management since October 2013.
How many years of experience does Mark Boser have?
Mark Boser has 18 years in the financial industry, since July 2008, across 5 adviser firms.
What exams has Mark Boser passed?
Mark Boser has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in September 1997.
Where did Mark Boser work before Orgel Wealth Management?
Before Orgel Wealth Management, Mark Boser was registered through NRP Advisors, Inc., March 2008 to October 2010; NRP Financial, Inc., January 2008 to October 2008; Cantella & Co., Inc., October 2005 to October 2006.
Where is Mark Boser based?
Mark Boser’s registered office is in Altoona, WI.
Is Mark Boser registered with FINRA?
No. Mark Boser has no current broker registration.
How can I verify Mark Boser’s record?
Search CRD 2921925 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Boser’s full registration record.
