Michael Paul Fields

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 06/2024
  Student
  Eau Claire, WI
• 06/2020 → 08/2020
  Midtown Marina
  East Dubuque, IL
• 05/2021 → 08/2021
  Premier Cooperative
  Lancaster, WI
• 02/2022 → 05/2022
  Midwest Manufacturing
  Eau Claire, WI
• 05/2022 → 12/2022
  Menards - Corporate
  Eau Claire, WI
• 02/2023 → 05/2023
  Menards
  Eau Claire, WI
• 06/2023 → 09/2023
  Oakwood Bank
  Eau Claire, WI
• 09/2023 → 06/2024
  Orgel Wealth Management
  Altoona, WI
• 06/2024 → Present
  Orgel Wealth Management
  Altoona, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-07