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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-18 |
| WI | RA | APPROVED | 2022-04-11 |
| MN | RA | APPROVED | 2022-03-21 |
Branch Locations
701 Carlson Parkway Suite 150, Minnetonka, MN 55305 • United States
2420 Rivers Edge Drive, Altoona, WI 54720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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