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Michael Paul Fields

Orgel Wealth Management, LLC

Altoona, WI

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Current Employers
Orgel Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-07
  • WI RA
    APPROVED
    Since 2025-04-07

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
Student Eau Claire WI 01/2015 06/2024
Midtown Marina East Dubuque IL 06/2020 08/2020
Premier Cooperative Lancaster WI 05/2021 08/2021
Midwest Manufacturing Eau Claire WI 02/2022 05/2022
Menards - Corporate Eau Claire WI 05/2022 12/2022
Menards Eau Claire WI 02/2023 05/2023
Oakwood Bank Eau Claire WI 06/2023 09/2023
Orgel Wealth Management Altoona WI 09/2023 06/2024
Orgel Wealth Management Altoona WI 06/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-07
  • S65 Uniform Investment Adviser Law Examination
    2025-04-07

View on SEC IAPD

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Other Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI
OSAIC WEALTH, INC. · Altoona, WI
EDWARD JONES · ALTOONA, WI
ALPHASTAR CAPITAL MANAGEMENT · Altoona, WI
EDWARD JONES · EAU CLAIRE, WI
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · Eau Claire, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Eau Claire, WI

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