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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
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