Michael Eskridge

Employer firm

Orgel Wealth Management, LLC CRD 168219

$9.55B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → 04/2022
  Wells Fargo Funds Distributor Llc
  Menomonee Falls, WI
• 04/2022 → Present
  Orgel Wealth Management
  Eau Claire, WI

Previous Registrations

• 2019-02-22 → 2022-04-25
  Allspring Funds Management, Llc
  Menomonee Falls, WI
• 2016-12-27 → 2018-12-27
  Allspring Funds Management, Llc
  Menomonee Falls, WI
• 2007-09-12 → 2014-12-31
  Allspring Funds Management, Llc
  Menomonee Falls, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-11
• S63 Uniform Securities Agent State Law Examination
  2006-09-01

Designations

• Chartered Financial Analyst

Other Names

• Michael Eskridge
• Michael Todd Eskridge