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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 2025-12-18
WI RA APPROVED 2022-04-11
MN RA APPROVED 2022-03-21
  • TX RA
    APPROVED
    Since 2025-12-18
  • WI RA
    APPROVED
    Since 2022-04-11
  • MN RA
    APPROVED
    Since 2022-03-21

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
Perceptive Edge Investment Management, Inc. Wayzata MN 06/2018 03/2022
Bethel University St. Paul MN 08/2014 05/2018
Orgel Wealth Management Altoona WI 03/2021 Present
Previous Registrations
Designations

View on SEC IAPD

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