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Craig Robert Falkner

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin
Unclaimed Profile
2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 4496734Firm CRD# 168219
01

About

Craig Robert Falkner is a registered financial advisor based in ALTOONA, Wisconsin, affiliated with ORGEL WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC
AUM
$7.1B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at ORGEL WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4496734
Firm CRD# 168219
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Robert Falkner offer?
Craig Robert Falkner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.
What are Craig Robert Falkner's credentials?
Craig Robert Falkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Robert Falkner located?
Craig Robert Falkner is based in ALTOONA, Wisconsin, working with ORGEL WEALTH MANAGEMENT, LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.
How does Craig Robert Falkner charge for services?
Craig Robert Falkner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORGEL WEALTH MANAGEMENT, LLC?
ORGEL WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALTOONA
Karlyn Renee Etheridge — BERNICKE WEALTH MANAGEMENT, LTD.Benjamin John Kanz — ORGEL WEALTH MANAGEMENT, LLCMark Alan Orgel — ORGEL WEALTH MANAGEMENT, LLCSamir A Murty — ORGEL WEALTH MANAGEMENT, LLCTy Alan Bernicke — BERNICKE WEALTH MANAGEMENT, LTD.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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