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Christopher Meeks is an Investment Advisor Representative with Orgel Wealth Management, LLC. Christopher has been in the industry since September 2012 and has passed the Uniform Investment Adviser Law Examination. Christopher's firm, Orgel Wealth Management, LLC, has been in business since 2000 and serves individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Christopher is currently a manager of Strum Point, LLC, an LLC that manages a single-unit rental property in Denver, Colorado.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
02/08/2017 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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