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Financial ADVSR advisor directory · SEC adviser records

Orgel Wealth Management, LLC financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Orgel Wealth Management, LLC office in Wisconsin, by city and A to Z.

The short answer

26 registered advisors work at Orgel Wealth Management, LLC in Wisconsin, out of 28 nationwide; it's the firm's number 1 state by advisors, and the most are in Altoona (25). 8 list the CFP designation and 0 are also registered broker representatives.

Orgel Wealth Management, LLC advisors by city in Wisconsin

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Altoona 25Onalaska 1

Orgel Wealth Management, LLC advisors in Wisconsin, A to Z

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Questions

How many Orgel Wealth Management, LLC financial advisors are in Wisconsin?

26 investment adviser representatives are registered at Orgel Wealth Management, LLC offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 28 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Orgel Wealth Management, LLC have the most advisors?

Altoona, with 25, then Onalaska (1). Orgel Wealth Management, LLC has advisors in 2 cities in Wisconsin.

How do I check a Orgel Wealth Management, LLC advisor in Wisconsin?

Each advisor below 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. Advisors are listed at the city of the Orgel Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.