Newly formed Orgel Wealth Management, with $4 billion in assets under management, is redefining the process of going independent.
Mark Orgel, who founded the 23-person Altoona, Wis., firm, orchestrated an unusually amicable parting of ways with his former employer, RBC Bank, says Mark Tibergien -- CEO of Orgels new custodian, Pershing Advisor Solutions. The transition offers a stark contrast to the often-contentious separations that occur when advisors leave employers.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access