Orgel Wealth Management, LLC
Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $7,104,580,359 in 10,031 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management7,105MILLION
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Total Number of Accounts10,031ACCOUNTS
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Average Account Value$708,262
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 26 years of experience in the finance industry.
Ronald Ducharme (CRD# 4304518) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Jon Gadberry (CRD# 6576530) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 8 years of experience in the finance industry.
Kent Higley (CRD# 4595884) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 19 years of experience in the finance industry.
Mary Hiss (CRD# 6173711) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 9 years of experience in the finance industry.
Jonathan Ippel (CRD# 5833663) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 12 years of experience in the finance industry.
Benjamin Kanz (CRD# 4119942) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Adam Kern (CRD# 7062001) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.
Christopher Meeks (CRD# 6753384) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 7 years of experience in the finance industry.