Evan Andrew Nelson

Current Employers

Employment History

• 01/2013 → Present
  Orgel Wealth Management, Llc
  Altoona, WI

Previous Registrations

• 2011-01-13 → 2013-12-26
  Rbc Capital Markets, Llc
  Minneapolis, MN

Other Businesses

HEARTLAND EQUITY MANAGEMENT, LLC ("HEM"), investment-related; Address: 501 SE Main St. #432, Minneapolis, MN 55414; Nature of other business: HEM is the sole Managing Member of, and investor in, Heartland Equity Partners 1, LLC ("HEP 1"). HEP 1 is an unregistered pooled investment fund that seeks to invest in majority interests of Upper Midwest companies in the sales of $5 to $30 million. My Title: No title. Duties: Provide analysis assistance; review existing and new business opportunities for the fund to invest in; summarize financial reports. Start date with other business: 11/10/15; Approximate number of hrs/month devoted to other business: 4-6; Approximate number of hrs devoted during trading hours: 0 hr/week. Since 2020 the employee holds a 45% 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. Since 2024, serves as an uncompensated member of the Board of Directors for Venture Academy (charter school), 989 122nd St, Chippewa Falls, WI 54729. Role is operational and non-investment related, requiring approximately 20 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-12

Designations