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Inactive

Mason H Nolin

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 2026-08-18
  • WI RA
    APPROVED
    Since 2026-08-18

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
Aagar Construction & Landscaping Rice Lake WI 06/2021 09/2021
Orgel Wealth Management Altoona WI 09/2021 05/2022
Oakwood Bank Eau Claire WI 06/2022 08/2022
Orgel Wealth Management Altoona WI 08/2022 05/2023
Sterling Water Inc. Eau Claire WI 08/2023 05/2024
Bertrang Financial Corp (Financialoscopy Inc.) Onalaska WI 05/2024 04/2026
Orgel Wealth Management Altoona WI 05/2026 Present
Pine Circle Holsteins Eau Claire WI 06/2016 05/2020
Rice Lake High School Rice Lake WI 09/2016 09/2018
University Of Wisconsin Eau Claire Eau Claire WI 09/2019 05/2021
  • 06/2021 → 09/2021
    Aagar Construction & Landscaping
    Rice Lake, WI
  • 09/2021 → 05/2022
    Orgel Wealth Management
    Altoona, WI
  • 06/2022 → 08/2022
    Oakwood Bank
    Eau Claire, WI
  • 08/2022 → 05/2023
    Orgel Wealth Management
    Altoona, WI
  • 08/2023 → 05/2024
    Sterling Water Inc.
    Eau Claire, WI
  • 05/2024 → 04/2026
    Bertrang Financial Corp (Financialoscopy Inc.)
    Onalaska , WI
  • 05/2026 → Present
    Orgel Wealth Management
    Altoona, WI
  • 06/2016 → 05/2020
    Pine Circle Holsteins
    Eau Claire, WI
  • 09/2016 → 09/2018
    Rice Lake High School
    Rice Lake, WI
  • 09/2019 → 05/2021
    University Of Wisconsin Eau Claire
    Eau Claire, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14

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