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Andrew M Steger

Orgel Wealth Management, LLC

Onalaska, WI

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 2024-04-10
WI RA APPROVED 2024-04-10
  • MN RA
    APPROVED
    Since 2024-04-10
  • WI RA
    APPROVED
    Since 2024-04-10

Branch Locations

2850 Midwest Drive Suite 107, Onalaska, WI 54650 • United States

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
Trust Point, Inc. La Crosse WI 04/2012 04/2020
Trust Point, Inc. La Crosse WI 04/2020 11/2021
Gundersen Medical Foundation La Crosse WI 12/2021 12/2023
Lendedu Charlotte NC 03/2023 04/2024
Orgel Wealth Management Onalaska WI 04/2024 Present
  • 04/2012 → 04/2020
    Trust Point, Inc.
    La Crosse, WI
  • 04/2020 → 11/2021
    Trust Point, Inc.
    La Crosse, WI
  • 12/2021 → 12/2023
    Gundersen Medical Foundation
    La Crosse, WI
  • 03/2023 → 04/2024
    Lendedu
    Charlotte, NC
  • 04/2024 → Present
    Orgel Wealth Management
    Onalaska, WI
Designations

View on SEC IAPD

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Other Investors

CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis
JASON SCOTT SOBOLIK
LUCAS EDWARD SCHWALLER
JEFFREY MELVIN LOKKEN
BENJAMIN WILLIAM KAUTZ
Haana Brumder Frank

Other Offices

CETERA INVESTMENT ADVISERS LLC · ONALASKA, WI
MERCER GLOBAL ADVISORS INC. · ONALASKA, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Onalaska, WI
INTERACTIVE FINANCIAL ADVISORS · Onalaska, WI
FIDUCIARY FINANCIAL PLANNING NETWORK · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
EDWARD JONES · ONALASKA, WI
U.S. BANCORP ADVISORS, LLC · Onalaska, WI

More in Onalaska, WI

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