Geoff Probst
Corporate Officer/Principal bei Orgel Wealth Management LLC
Profil
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.
Aktive Positionen von Geoff Probst
| Unternehmen | Position | Beginn |
|---|---|---|
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 |
Ausbildung von Geoff Probst
| University of Wisconsin-Eau Claire | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
