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Evan L. Thompson

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
MN RA APPROVED 2024-01-22
WI RA APPROVED 2024-01-22
  • MN RA
    APPROVED
    Since 2024-01-22
  • WI RA
    APPROVED
    Since 2024-01-22

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
Monroe School District Monroe WI 09/2012 06/2019
Monroe Golf And Country Club Monroe WI 08/2012 10/2016
Baumgartners Cheese Store And Tavern Monroe WI 04/2017 08/2020
University Of Wisconsin Eau Claire Surplus Store Eau Claire WI 01/2019 01/2021
University Of Wisconsin Eau Claire Eau Claire WI 01/2019 05/2023
Orgel Wealth Management Altoona WI 01/2021 06/2023
Orgel Wealth Management Altoona WI 06/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-22
  • S65 Uniform Investment Adviser Law Examination
    2024-01-22

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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