Bradley Allen Dobson

Current Employers

Employment History

• 07/2015 → 01/2020
  Goldman Sachs & Co.
  New York, NY
• 02/2020 → 08/2020
  None
  Fond Du Lac, WI
• 08/2020 → Present
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 09/2021 → 12/2022
  Clearwater Digital Partners
  Eau Claire, WI
• 12/2023 → 03/2026
  Orgel Wealth Management
  Altoona, WI
• 04/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Eau Claire, WI

Previous Registrations

• 2024-02-16 → 2026-03-06
  Orgel Wealth Management, Llc
  Altoona, WI

Other Businesses

The employee serves as a Lecturer at the University of Wisconsin Eau Claire, 105 Garfield Ave, Eau Claire, WI 54701 (https://www.uwec.edu), teaching undergraduate courses in corporate finance, wealth management, investment strategy, and advanced investment strategy. The position is compensated by salary of approximately $50,000 annually, with full-time hours during the academic year and limited/no hours in January, June, July, and August. In two courses, students manage approximately $450,000 of university endowment assets allocated primarily to U.S. large-cap equities; the employee provides instruction and decision-making frameworks but does not make investment decisions. This activity does not involve Orgel Wealth Management clients, fundraising, or ownership interest.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-09

Designations

Other Names

• Brad Dobson
• Bradley A Dobson
• Bradley Allen Dobson
• Bradley Dobson