Financial ADVSR advisor directory · SEC adviser records
Orgel Wealth Management, LLC financial advisors in Altoona, WI
Every SEC-registered investment adviser representative at a Orgel Wealth Management, LLC office in Altoona, A to Z.
The short answer
25 registered advisors work at Orgel Wealth Management, LLC in Altoona, out of 28 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Orgel Wealth Management, LLC advisors in Altoona, A to Z
Every Orgel Wealth Management, LLC advisor →- Peter J. AtkinsonInvestment adviser rep
- Mark A. BoserInvestment adviser rep
- Ronald F. DucharmeInvestment adviser rep
- Michael EskridgeChartered Financial Analyst
- Michael P. FieldsInvestment adviser rep
- Anna E. GeisslerInvestment adviser rep
- Kent M. HigleyInvestment adviser rep
- Mary J. HissCertified Financial Planner
- Jonathan P. IppelCertified Financial Planner
- Adam KernCertified Financial Planner, Chartered Financial Analyst
- Hannah M. KingInvestment adviser rep
- Jon R. LaherInvestment adviser rep
- Matthew S. LeachInvestment adviser rep
- Brian J. ManskyInvestment adviser rep
- Donna J. MurrCertified Financial Planner
- Samir A. MurtyChartered Financial Analyst
- Evan A. NelsonChartered Financial Analyst
- Mason H. NolinInvestment adviser rep
- Mark A. OrgelInvestment adviser rep
- Geoffrey A. ProbstCertified Financial Planner
- Aaron S. ReynoldsCertified Financial Planner, Chartered Financial Analyst
- Dylan C. SchulzCertified Financial Planner
- Robert S. SpaethChartered Financial Analyst
- Evan L. ThompsonInvestment adviser rep
- Tanner ThompsonInvestment adviser rep
Orgel Wealth Management, LLC advisors in every city and state →Orgel Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Orgel Wealth Management, LLC advisors in other cities
Other firms in Altoona
All Altoona advisors →Ameriprise Financial Services, LLC 13Bernicke Wealth Management 10Edward Jones 7Great Valley Advisor Group, LLC 4
Questions
How many financial advisors does Orgel Wealth Management, LLC have in Altoona?
25 investment adviser representatives are registered at Orgel Wealth Management, LLC offices in Altoona, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 28 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Orgel Wealth Management, LLC one of the largest advisor employers in Altoona?
Orgel Wealth Management, LLC ranks number 1 in Altoona by registered advisors, ahead of Ameriprise Financial Services, LLC (13).
How do I check a Orgel Wealth Management, LLC advisor in Altoona?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.