Inactive

Adam Kern

Orgel Wealth Management, LLC

Claim This Profile

Current Employers

Orgel Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2019-02-08

WI RA
APPROVED

Since 2019-02-08

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

Organization	City	State	From	To
Capital One Financial	Mclean	VA	05/2014	12/2018
Unemployed	Mclean	VA	12/2018	01/2019
Orgel Wealth Management	Altoona	WI	01/2019	12/2024
Orgel Wealth Management	Altoona	WI	01/2025	Present

05/2014 → 12/2018

Capital One Financial

Mclean, VA
12/2018 → 01/2019

Unemployed

Mclean, VA
01/2019 → 12/2024

Orgel Wealth Management

Altoona, WI
01/2025 → Present

Orgel Wealth Management

Altoona, WI

Designations

View on SEC IAPD

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