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Adam Kern

Orgel Wealth Management, LLC

Altoona, WI

CRD 7062001

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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
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
OrganizationCityStateFromTo
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
  • Certified Financial Planner
  • Chartered Financial Analyst

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

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