Best Investors Account Sign in
Inactive

Matthew Steven Leach

Orgel Wealth Management, LLC

Altoona, WI

CRD 7424553

Claim This Profile
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 2021-10-12
WI RA APPROVED 2021-08-16
  • TX RA
    APPROVED
    Since 2021-10-12
  • WI RA
    APPROVED
    Since 2021-08-16

Branch Locations

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
U.S. Navy Bremerton WA 04/2013 04/2018
D.W. Elite Decks Olathe KS 04/2018 08/2018
University Of Missouri - Kansas City Kansas City MO 08/2018 12/2020
Orgel Wealth Management, Llc Altoona WI 01/2021 12/2022
Orgel Wealth Management Altoona WI 01/2023 Present
  • 04/2013 → 04/2018
    U.S. Navy
    Bremerton, WA
  • 04/2018 → 08/2018
    D.W. Elite Decks
    Olathe, KS
  • 08/2018 → 12/2020
    University Of Missouri - Kansas City
    Kansas City, MO
  • 01/2021 → 12/2022
    Orgel Wealth Management, Llc
    Altoona, WI
  • 01/2023 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-16
  • S65 Uniform Investment Adviser Law Examination
    2021-08-16

View on SEC IAPD

Nearby Firms

GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES

Nearby Investors

STEVEN JAMES HOFFMAN
David K Guild
Brenden A Cullen

Nearby Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI

More in Altoona, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor