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Andrew M Steger

Orgel Wealth Management, LLC

Onalaska, WI

Altoona, WI

CRD 7898224

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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

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
  • Certified Financial Planner

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
MERCER GLOBAL ADVISORS INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Nearby Investors

CLIFFORD RAY WARDEN
Joel Phillip Dettwiler
Joseph Michael Lewis

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · ONALASKA, WI
MERCER GLOBAL ADVISORS INC. · ONALASKA, WI
THRIVENT INVESTMENT MANAGEMENT INC. · Onalaska, WI

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