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Jon R Laher

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 2023-11-13
  • WI RA
    APPROVED
    Since 2023-11-13

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
L & M Tree Farm Medford WI 06/2017 11/2018
Marathon Cheese Corporation Medford WI 06/2019 08/2021
Oakwood Bank Eau Claire WI 06/2022 08/2022
Orgel Wealth Management Altoona WI 08/2022 05/2023
Orgel Wealth Management Altoona WI 06/2023 Present
Student Medford WI 01/2013 05/2023
  • 06/2017 → 11/2018
    L & M Tree Farm
    Medford, WI
  • 06/2019 → 08/2021
    Marathon Cheese Corporation
    Medford, WI
  • 06/2022 → 08/2022
    Oakwood Bank
    Eau Claire, WI
  • 08/2022 → 05/2023
    Orgel Wealth Management
    Altoona, WI
  • 06/2023 → Present
    Orgel Wealth Management
    Altoona, WI
  • 01/2013 → 05/2023
    Student
    Medford, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-13
  • S65 Uniform Investment Adviser Law Examination
    2023-11-13

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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