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Benjamin John Kanz

Orgel Wealth Management, LLC

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About Benjamin John Kanz

Benjamin John Kanz is a financial advisor with over 23 years of experience in the financial services industry. Benjamin currently works with Orgel Wealth Management, LLC, a firm headquartered in Altoona, WI, which provides financial services to individuals, corporations, pension plans, and charitable organizations. Benjamin is registered with the state of Florida, Minnesota, Texas, and Wisconsin. Benjamin is also a Chartered Financial Analyst. Prior to joining Orgel Wealth Management, LLC, Benjamin was employed by RBC CAPITAL MARKETS, LLC in Eau Claire, WI and PIPER JAFFRAY & CO in Minneapolis, MN.

Firm Information

Benjamin Kanz is currently registered with Orgel Wealth Management, LLC. Orgel Wealth Management, LLC is a registered investment adviser with offices in Altoona, WI. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. They manage approximately $7.1 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE

ALTOONA, WI 54720

$7.10B

Assets Under Management

5

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Kanz’s Registration & Firm History

WI

10/11/2013 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

WI

12/08/2009 - 10/24/2013

RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)

MN

11/06/2000 - 06/22/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 12/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Benjamin John Kanz.
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