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Jonathan Paul Ippel

Orgel Wealth Management, LLC

Altoona, WI

Minnetonka, MN

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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 2022-11-29
TX RA APPROVED 2018-03-16
WI RA APPROVED 2014-01-21
  • MN RA
    APPROVED
    Since 2022-11-29
  • TX RA
    APPROVED
    Since 2018-03-16
  • WI RA
    APPROVED
    Since 2014-01-21

Branch Locations

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

701 Carlson Parkway Suite 150, Minnetonka, MN 55305 • 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
Orgel Wealth Management, Llc Altoona WI 01/2014 Present
Previous Registrations
  • 2011-09-30 → 2013-10-16
    First Command Brokerage Services, Inc.
    Aurora, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-10-12
S65 Uniform Investment Adviser Law Examination 2011-09-29
  • S63 Uniform Securities Agent State Law Examination
    2012-10-12
  • S65 Uniform Investment Adviser Law Examination
    2011-09-29
Designations

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EAU CLAIRE, WI
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