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Michael Eskridge

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 2022-05-04
  • WI RA
    APPROVED
    Since 2022-05-04

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
Wells Fargo Funds Distributor Llc Menomonee Falls WI 02/2007 04/2022
Orgel Wealth Management Eau Claire WI 04/2022 Present
  • 02/2007 → 04/2022
    Wells Fargo Funds Distributor Llc
    Menomonee Falls, WI
  • 04/2022 → Present
    Orgel Wealth Management
    Eau Claire, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-11
S63 Uniform Securities Agent State Law Examination 2006-09-01
  • S65 Uniform Investment Adviser Law Examination
    2007-09-11
  • S63 Uniform Securities Agent State Law Examination
    2006-09-01
Designations
Other Names
  • Michael Eskridge
  • Michael Todd Eskridge

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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