Evan Nelson, financial advisor Altoona WI
96 score

Evan Nelson

CRD Number: 5498778
Current Firm: Orgel Wealth Management, LLC

Evan Nelson (CRD# 5498778) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Orgel Wealth Management, LLC Altoona, WI Jan 2014 - Current 2
Rbc Capital Markets Corporation Minneapolis, MN Jan 2008 - Jan 2014 6
University Of St. Thomas St. Paul, MN Sep 2006 - May 2010 3
Curt Manufacturing Eau Claire, WI May 2005 - Sep 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2011
Contact Info for Evan A. Nelson
Phone Number: 715-835-6525
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    3,032
    MILLIONS
  • Total Number of Accounts
    7,026
    ACCOUNTS
  • Average Account Value
    $431,537
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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