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Inactive

Dylan C Schulz

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 2023-04-06
  • WI RA
    APPROVED
    Since 2023-04-06

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 Fall Creek WI 09/2012 03/2018
Micon Cinemas Eau Claire WI 04/2018 05/2018
All Season Landscaping Llc Altoona WI 06/2018 08/2018
Student Winona MN 08/2018 05/2022
Property Minds Eau Claire WI 05/2019 08/2019
Ashley Furniture Industries Arcadia WI 03/2020 08/2021
Orgel Wealth Management Altoona WI 08/2021 Present
  • 09/2012 → 03/2018
    Student
    Fall Creek, WI
  • 04/2018 → 05/2018
    Micon Cinemas
    Eau Claire, WI
  • 06/2018 → 08/2018
    All Season Landscaping Llc
    Altoona, WI
  • 08/2018 → 05/2022
    Student
    Winona, MN
  • 05/2019 → 08/2019
    Property Minds
    Eau Claire, WI
  • 03/2020 → 08/2021
    Ashley Furniture Industries
    Arcadia, WI
  • 08/2021 → Present
    Orgel Wealth Management
    Altoona, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-06
  • S65 Uniform Investment Adviser Law Examination
    2023-04-06
Designations

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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