Inactive

Christopher Wayne Meeks

Orgel Wealth Management, LLC

CRD 6753384

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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:

Current Employers

Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

Authority	Category	Status	Date
WI	RA	APPROVED	2017-02-08

WI RA
APPROVED

Since 2017-02-08

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

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

09/2016 → 05/2018

Orgel Wealth Management, Llc

Altoona, WI
09/2012 → 09/2016

U.S. Securities And Exchange Commission

Washington, DC
05/2018 → 03/2021

Orgel Wealth Management

Altoona, WI
03/2021 → Present

Orgel Wealth Management

Altoona, WI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-02-08

S65 Uniform Investment Adviser Law Examination

2017-02-08

Other Names

Chris Wayne Meeks

View on SEC IAPD

Nearby Firms

GREAT VALLEY ADVISOR GROUP, LLC

OSAIC WEALTH, INC.

Nearby Investors

STEVEN JAMES HOFFMAN

Brenden A Cullen

Nearby Offices

GREAT VALLEY ADVISOR GROUP, LLC · Altoona, WI

OSAIC WEALTH, INC. · Altoona, WI

EDWARD JONES · ALTOONA, WI

More in Altoona, WI

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