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Member & Director of Retirement Plans · Orgel Wealth Management, LLC

Mark A. Boser

CRD 2921925 · Named on Form ADV at one SEC-registered adviser

At a glance

Orgel Wealth Management, LLC, an SEC-registered wealth manager based in Altoona, WI with $9.5 billion in regulatory assets, lists Mark A. Boser on its Form ADV as Member & Director of Retirement Plans, a control person.

Firms and roles

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Mark A. OrgelMember & Chairman, Orgel Wealth Management, LLC
  • Samir A MurtyMember & Senior Relationship Manager, Orgel Wealth Management, LLC
  • Benjamin J. KanzMember & Managing Director, Orgel Wealth Management, LLC
  • Troy J. MertensMember, Chief Operating Officer & Chief Compliance Officer, Orgel Wealth Management, LLC
  • Aaron S. ReynoldsMember & Chief Investment Officer, Orgel Wealth Management, LLC

1 more person named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.