RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••• A•••••• B••••
- Title
- Director of Retirement Plan Services, Principalreportedorgelwealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Mark Boser - Director of Retirement Plan Services, Principal”reportedorgelwealth.comthe sentence on the bio page
- Professional profile
- ORGELWEALTH.COM/who-we-are/mark-boser.htmlreportedorgelwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- O•••• W••••• M••••••••• L•• independent RIA currentsince Oct 11, 2013 · Altoona, Wi
- R•• C•••••• M••••••• L•• national BDApr 17, 2012 to Oct 24, 2013 · Eau Claire, Wi
- N•• A•••••••• I••• unclassifiedMar 5, 2008 to Oct 1, 2010 · St Paul, Mn
- N•• F••••••••• I••• unclassifiedJan 3, 2008 to Oct 20, 2008 · Bryan, Oh
- C••••••• • C••• I••• formerOct 28, 2005 to Oct 30, 2006 · St. Paul, Mn
- R•• C•••••• M••••••• L•• to O•••• W••••• M••••••••• L••left Oct 24, 2013, registered Oct 11, 2013 (-13 days) · Affiliated broker-dealer or bank to a newly registered adviser
- N•• A•••••••• I••• to R•• C•••••• M••••••• L••left Oct 1, 2010, registered Apr 17, 2012 (564 days) · Other
- N•• F••••••••• I••• to N•• A•••••••• I•••left Oct 20, 2008, registered Mar 5, 2008 (-229 days) · corporate re-registration, not a move
- C••••••• • C••• I••• to N•• F••••••••• I•••left Oct 30, 2006, registered Jan 3, 2008 (430 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address