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Robert Scott Spaeth

Orgel Wealth Management, LLC

Altoona, WI

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Current Employers
Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2016-02-19
  • WI RA
    APPROVED
    Since 2016-02-19

Branch Locations

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Orgel Wealth Management Altoona WI 10/2013 Present
  • 10/2013 → Present
    Orgel Wealth Management
    Altoona, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-19
S66 Uniform Combined State Law Examination 2012-09-21
  • S65 Uniform Investment Adviser Law Examination
    2016-02-19
  • S66 Uniform Combined State Law Examination
    2012-09-21
Designations
Other Names
  • Robert Spaeth

View on SEC IAPD

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