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Current Employers
Orgel Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-03
WI RA APPROVED 2025-12-03
  • MN RA
    APPROVED
    Since 2025-12-03
  • WI RA
    APPROVED
    Since 2025-12-03

Branch Locations

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

701 Carlson Parkway Suite 150, Minnetonka, MN 55305 • 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
Bethel University Arden Hills MN 06/2019 05/2025
Creative Sewing Centers Roseville MN 06/2020 08/2021
Thompson Financial Transitions White Bear Lake MN 06/2021 10/2021
Royals Investment Fund Arden Hills MN 04/2022 06/2023
Ameriprise Financial Services Minneapolis MN 05/2022 08/2022
Ameriprise Financial Services Minneapolis MN 06/2023 05/2025
Orgel Wealth Management Minnetonka MN 06/2025 Present
Minnehaha Academy Minneapolis MN 08/2017 06/2019
Parnassus Preparatory Maple Grove MN 02/2015 06/2017
  • 06/2019 → 05/2025
    Bethel University
    Arden Hills, MN
  • 06/2020 → 08/2021
    Creative Sewing Centers
    Roseville, MN
  • 06/2021 → 10/2021
    Thompson Financial Transitions
    White Bear Lake, MN
  • 04/2022 → 06/2023
    Royals Investment Fund
    Arden Hills, MN
  • 05/2022 → 08/2022
    Ameriprise Financial Services
    Minneapolis, MN
  • 06/2023 → 05/2025
    Ameriprise Financial Services
    Minneapolis, MN
  • 06/2025 → Present
    Orgel Wealth Management
    Minnetonka, MN
  • 08/2017 → 06/2019
    Minnehaha Academy
    Minneapolis, MN
  • 02/2015 → 06/2017
    Parnassus Preparatory
    Maple Grove, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-03
  • S65 Uniform Investment Adviser Law Examination
    2025-12-03
Other Names
  • Hannah King

View on SEC IAPD

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