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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-01 |
| WI | RA | APPROVED | 2018-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orgel Wealth Management, Llc | Altoona | WI | 10/2015 | 12/2024 |
| Orgel Wealth Management | Altoona | WI | 01/2025 | Present |
The employee holds a 25% ownership interest as of 2024 in 1536 Viking Drive LLC, which owns a single-family residential rental property located at 1536 Viking Drive, Reedsburg, WI 53959. The LLC was inherited from the employee's grandparents and is jointly owned with family. The employee devotes approximately 2 hours per month to this activity, assisting with property maintenance as needed, and receives a nominal rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-29 |
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