Geoff Probst
Corporate Officer/Principal at Orgel Wealth Management LLC
Profile
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.
Geoff Probst active positions
| Companies | Position | Start |
|---|---|---|
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 | 31/12/2019 |
Training of Geoff Probst
| University of Wisconsin-Eau Claire | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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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