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2420 Rivers Edge Drive, Altoona, WI 54720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orgel Wealth Management, Llc | Altoona | WI | 09/2016 | 05/2018 |
| U.S. Securities And Exchange Commission | Washington | DC | 09/2012 | 09/2016 |
| Orgel Wealth Management | Altoona | WI | 05/2018 | 03/2021 |
| Orgel Wealth Management | Altoona | WI | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-08 |
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