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Anna E. Geissler

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
MN RA APPROVED 2026-04-15
WI RA APPROVED 2026-04-15
  • MN RA
    APPROVED
    Since 2026-04-15
  • WI RA
    APPROVED
    Since 2026-04-15

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
Mcdonnell Area Catholic School Chippewa Falls WI 03/2016 05/2021
University Of Wisconsin - Madison Madison WI 06/2021 05/2025
Mason Companies Inc. Chippewa Falls WI 12/2021 02/2022
Mason Companies Inc. Chippewa Falls WI 06/2022 08/2022
Orgel Wealth Management Altoona WI 06/2023 08/2023
Orgel Wealth Management Altoona WI 06/2024 08/2024
Old Abe's Supper Club Jim Falls WI 06/2023 Present
Orgel Wealth Management Altoona WI 07/2025 Present
  • 03/2016 → 05/2021
    Mcdonnell Area Catholic School
    Chippewa Falls, WI
  • 06/2021 → 05/2025
    University Of Wisconsin - Madison
    Madison, WI
  • 12/2021 → 02/2022
    Mason Companies Inc.
    Chippewa Falls, WI
  • 06/2022 → 08/2022
    Mason Companies Inc.
    Chippewa Falls, WI
  • 06/2023 → 08/2023
    Orgel Wealth Management
    Altoona, WI
  • 06/2024 → 08/2024
    Orgel Wealth Management
    Altoona, WI
  • 06/2023 → Present
    Old Abe's Supper Club
    Jim Falls, WI
  • 07/2025 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-15
  • S65 Uniform Investment Adviser Law Examination
    2026-04-15

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
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