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Geoff Probst
Corporate Officer/Principal at Orgel Wealth Management LLC
Geoff Probst active positions
Companies | Position | Start | End |
---|---|---|---|
Orgel Wealth Management LLC
![]() Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 2019-12-31 | - |
Analyst-Equity | 2013-09-30 | 2019-12-31 |
Career history of Geoff Probst
Training of Geoff Probst
University of Wisconsin-Eau Claire | Undergraduate Degree |
Statistics
International
United States | 3 |
Operational
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 2 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Orgel Wealth Management LLC
![]() Orgel Wealth Management LLC Investment ManagersFinance Orgel Wealth Management LLC (OWM) is an independent, SEC-registered investment advisor headquartered in Altoona, Wisconsin. The firm was founded by Mark Orgel in 2013. OWM provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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