Geoff Probst
Corporate Officer/Principal presso Orgel Wealth Management LLC
Profilo
Mr. Geoffrey A.
Probst is a Relationship Manager & Principal at Orgel Wealth Management LLC.
He has over 14 years of experience assisting our clients through relationship management, investment strategy development, and comprehensive financial, estate, and insurance planning.
He earned his Bachelor of Business Administration degrees in economics and finance from the University of Wisconsin – Eau Claire.
Posizioni attive di Geoff Probst
| Società | Posizione | Inizio |
|---|---|---|
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 | 01/01/2020 |
Formazione di Geoff Probst
| University of Wisconsin-Eau Claire | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
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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