Best Investors Account Sign in
Inactive

Brian J Mansky

Orgel Wealth Management, LLC

Altoona, WI

Onalaska, WI

Claim This Profile
Current Employers
Orgel Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-02-18
  • WI RA
    APPROVED
    Since 2022-02-18

Branch Locations

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

2850 Midwest Drive Suite 107, Onalaska, WI 54650 • 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
Ingersoll Rand/Trane Technologies Lacrosse WI 03/2004 11/2021
Coulee Region Humane Society Onalaska WI 10/2014 01/2020
Orgel Wealth Management Altoona WI 11/2021 Present
  • 03/2004 → 11/2021
    Ingersoll Rand/Trane Technologies
    Lacrosse, WI
  • 10/2014 → 01/2020
    Coulee Region Humane Society
    Onalaska, WI
  • 11/2021 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18

View on SEC IAPD

Other Firms

GREAT VALLEY ADVISOR GROUP, LLC
OSAIC WEALTH, INC.
EDWARD JONES
ALPHASTAR CAPITAL MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
BUSKA WEALTH MANAGEMENT, LLC

Other Investors

STEVEN JAMES HOFFMAN
David K Guild
Brenden A Cullen
MATTHEW JAMES OLSON
DAVID EUGENE HOPKINS
DALE MICHAEL ROBL
Andrew Paul Reitzner
Kia Xiong-Yang

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

More in Altoona, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor