Evan L. Thompson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 06/2019
  Monroe School District
  Monroe, WI
• 08/2012 → 10/2016
  Monroe Golf And Country Club
  Monroe, WI
• 04/2017 → 08/2020
  Baumgartners Cheese Store And Tavern
  Monroe, WI
• 01/2019 → 01/2021
  University Of Wisconsin Eau Claire Surplus Store
  Eau Claire, WI
• 01/2019 → 05/2023
  University Of Wisconsin Eau Claire
  Eau Claire, WI
• 01/2021 → 06/2023
  Orgel Wealth Management
  Altoona, WI
• 06/2023 → Present
  Orgel Wealth Management
  Altoona, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-22