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Inactive

Tanner Thompson

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
TX RA APPROVED_RES 2025-10-14
WI RA APPROVED 2020-10-29
  • TX RA
    APPROVED_RES
    Since 2025-10-14
  • WI RA
    APPROVED
    Since 2020-10-29

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
Baumgartners Cheese Store And Tavern Monroe WI 09/2014 08/2018
Crossroads Auto Sales Eau Claire WI 01/2017 10/2017
Uw-Eau Claire Eau Claire WI 09/2016 12/2019
Orgel Wealth Management Altoona WI 01/2018 01/2020
Orgel Wealth Management Altoona WI 01/2020 Present
  • 09/2014 → 08/2018
    Baumgartners Cheese Store And Tavern
    Monroe, WI
  • 01/2017 → 10/2017
    Crossroads Auto Sales
    Eau Claire, WI
  • 09/2016 → 12/2019
    Uw-Eau Claire
    Eau Claire, WI
  • 01/2018 → 01/2020
    Orgel Wealth Management
    Altoona, WI
  • 01/2020 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-29
  • S65 Uniform Investment Adviser Law Examination
    2020-10-29

View on SEC IAPD

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Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI
ALPHASTAR CAPITAL MANAGEMENT · Altoona, WI
EDWARD JONES · EAU CLAIRE, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Eau Claire, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Eau Claire, WI

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