Daniel Michael Oliver
Investment adviser representative at Orgel Wealth Management, LLC
12 yearsExperience
3 statesRegistered in
$9.5BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Orgel Wealth Management, LLCMay 2018 to now
- UBS Financial Services - the Burish GroupSep 2017 to May 2018
- Fries Financial GroupMay 2017 to Aug 2017
- Zimbrick BmwSep 2016 to Sep 2017
- University of Wisconsin MadisonAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
Orgel Wealth Management, LLC
$9.5BAssets managed
3,976Clients
31Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6655329
- Firm CRD
- 168219