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Tyler Jackson Meyer

Orgel Wealth Management, LLC

Minnetonka, MN

Altoona, WI

CRD 7396692

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Employer firm

Orgel Wealth Management, LLC CRD 168219

$9.55B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MERCED CAPITAL, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC

Nearby Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA

Nearby Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN

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