Unclaimed Profile

Teresa Livia Grogan

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Clean recordORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 1930566Firm CRD# 168219

Profile Verification

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

Identity

Teresa Livia Grogan · ALTOONA, WI

Registration

CRD #1930566 · ORGEL WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Teresa Livia Grogan 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ORGEL WEALTH MANAGEMENT, LLC

AUM

$7.1B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1930566

Firm CRD# 168219

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Teresa Livia Grogan offer?

Teresa Livia Grogan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Teresa Livia Grogan's credentials?

Teresa Livia Grogan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Teresa Livia Grogan located?

Teresa Livia Grogan 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 Teresa Livia Grogan charge for services?

Teresa Livia Grogan'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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