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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2013-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orgel Wealth Management, Llc | Eau Claire | WI | 10/2013 | Present |
The employee since 2020 holds a 17% ownership interest in OWM RE, a jointly held partnership that owns real estate located at 2420 Rivers Edge Drive and 2423 Rivers Edge Drive, Altoona, WI 54720, which are the buildings used by Orgel Wealth Management for its operations. The activity involves real estate ownership only, with approximately 1 hour per month devoted; oversight is handled by another partner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-22 |
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