Best Investors Account Sign in
Inactive

Ryan L Smith

Orgel Wealth Management, LLC

Minnetonka, MN

Altoona, WI

Claim This Profile
Current Employers
Orgel Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-05-29
WI RA APPROVED 2024-05-29
  • MN RA
    APPROVED
    Since 2024-05-29
  • WI RA
    APPROVED
    Since 2024-05-29

Branch Locations

701 Carlson Parkway Suite 150, Minnetonka, MN 55305 • United States

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
Affiance Financial Minneapolis MN 01/2022 04/2024
Affiance Financial Minneapolis MN 05/2021 08/2021
University Of Minnesota Minneapolis MN 09/2018 12/2021
2Nd Swing Minneapolis MN 06/2020 08/2020
Hilton Hotel - East Bench Salt Lake City UT 06/2019 08/2019
D-Bar Rolled Ice Cream Salt Lake City UT 07/2018 08/2018
Howard-Suamico School District Green Bay WI 02/2013 06/2018
Chives Restaurant Green Bay WI 06/2016 06/2018
Private Client Services St Louis Park MN 02/2023 04/2024
Orgel Wealth Management Altoona WI 05/2024 Present
  • 01/2022 → 04/2024
    Affiance Financial
    Minneapolis, MN
  • 05/2021 → 08/2021
    Affiance Financial
    Minneapolis, MN
  • 09/2018 → 12/2021
    University Of Minnesota
    Minneapolis, MN
  • 06/2020 → 08/2020
    2Nd Swing
    Minneapolis, MN
  • 06/2019 → 08/2019
    Hilton Hotel - East Bench
    Salt Lake City, UT
  • 07/2018 → 08/2018
    D-Bar Rolled Ice Cream
    Salt Lake City, UT
  • 02/2013 → 06/2018
    Howard-Suamico School District
    Green Bay, WI
  • 06/2016 → 06/2018
    Chives Restaurant
    Green Bay, WI
  • 02/2023 → 04/2024
    Private Client Services
    St Louis Park, MN
  • 05/2024 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30

View on SEC IAPD

Other Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP
THE ADVOCATE GROUP, LLC

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
PINE RIVER CAPITAL MANAGEMENT L.P. · MINNETONKA, MN

More in Minnetonka, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor