Financial ADVSR advisor directory · SEC adviser records
Orgel Wealth Management, LLC financial advisors
Every SEC-registered investment adviser representative at Orgel Wealth Management, LLC, by the state and city of the office they work from.
28 registered advisors work at Orgel Wealth Management, LLC, in 2 states and 3 cities; the most are in Altoona, WI (25). 9 list the CFP designation and 0 are also registered broker representatives.
Search every Orgel Wealth Management, LLC advisor by name →Who joined and left Orgel Wealth Management, LLC →Orgel Wealth Management, LLC: assets, clients and custodians →
Cities with the most Orgel Wealth Management, LLC advisors
Orgel Wealth Management, LLC advisors by state
Questions
How many financial advisors does Orgel Wealth Management, LLC have?
28 investment adviser representatives are registered with Orgel Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 9 list the CFP designation and 0 are also registered as broker representatives.
Where does Orgel Wealth Management, LLC have the most advisors?
Altoona, WI, with 25 registered advisors, then Minnetonka, MN (2). By state, Wisconsin has the most, with 26.
How do I find a Orgel Wealth Management, LLC financial advisor near me?
Pick your state below, then your city, to see every Orgel Wealth Management, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Orgel Wealth Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →