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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-10-06 |
| TX | RA | APPROVED_RES | 2021-10-13 |
| WI | RA | APPROVED | 2021-07-27 |
Branch Locations
2420 Rivers Edge Drive, Altoona, WI 54720 • United States
2850 Midwest Drive Suite 107, Onalaska, WI 54650 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lacrosse | WI | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lacrosse | WI | 11/2016 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 10/2020 | 10/2020 |
| Schmocker Financial Services | La Crosse | WI | 10/2020 | 10/2020 |
| Orgel Wealth Management | Altoona | WI | 07/2021 | Present |
| Wells Fargo Clearing Services, Llc | Lacrosse | WI | 10/2020 | 07/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-12 |
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