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Find Retirement Advisors for Retirement Planning in Altoona, Wisconsin

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Altoona, Wisconsin

Last Updated - April 12, 2024

Altoona has 1 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Altoona, Wisconsin have an average of 9 years of experience.

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List of Qualified Retirement Planning Advisors in Altoona, Wisconsin

advisor-photo
vector.svg VERIFIED

Brady Zwiefelhofer
CLTC®, FIC, CFP®, RICP®, AEP®, AAMS®, CLU®, CAP®, BFA, MSFS®, CDFA®, ChFC®
Thrivent Financial

Qualifications
CRD# 6365235
Firm CRD# 18387
Series 7, 66

Minimum Assets Required
$50,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Hourly, Commissions, Flat Fee, Based on Assets

Top 1 Retirement Planning firms in Altoona, Wisconsin (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ORGEL WEALTH MANAGEMENT, LLC
2420 Rivers Edge Drive,
Altoona, WI, 54720
$6,255,250,814969775
A Percentage of AUM, Fixed Fees

Information on Top Retirement Planning firms in Altoona, Wisconsin

QualificationsFirm CRD# 168219

Assets Under Management $6,255,250,814

No. Of Clients9697

Clients Per Financial Advisor129

ORGEL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Altoona, Wisconsin. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9697 clients. The team consists of 75 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
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