Unclaimed Profile

Mark Anthony Boser

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Series 6, Series 7, Series 63, Series 65Clean record20 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 2921925Firm CRD# 168219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Anthony Boser · ALTOONA, WI

Registration

CRD #2921925 · ORGEL WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

ORGEL WEALTH MANAGEMENT, LLC

Oct 2013 – present

RBC CAPITAL MARKETS, LLC

Apr 2012 – Oct 2013

EAU CLAIRE, WI

NRP ADVISORS, INC.

Mar 2008 – Oct 2010

ST PAUL, MN

NRP FINANCIAL, INC.

Jan 2008 – Oct 2008

ST PAUL, MN

CANTELLA & CO., INC.

Oct 2005 – Oct 2006

ST. PAUL, MN

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · October 28, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORGEL WEALTH MANAGEMENT, LLC

CRD 168219 · SEC 801-78284

AUM

$7.1B

Regulatory assets under management

Employees

10,031 client accounts

Services offered by ORGEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ORGEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Anthony Boser offer?

Mark Anthony Boser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Mark Anthony Boser's credentials?

Mark Anthony Boser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Anthony Boser located?

Mark Anthony Boser 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 Mark Anthony Boser charge for services?

Mark Anthony Boser'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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