Orgel Wealth Management, LLC

Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $6,606,699,000 in 9,064 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,607
    MILLION
  • Total Number of Accounts
    9,064
    ACCOUNTS
  • Average Account Value
    $728,894
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, HI, 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, UT, VA, VT, WA, WI, WY

Financial Advisors at Orgel Wealth Management, LLC
Showing 1 - 10 of 24 top financial advisors.
1
Peter J. Atkinson
CRD#: 4268761
2420 Rivers Edge Drive, Altoona, WI 54720

Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry.

2
Mark A. Boser
CRD#: 2921925
2420 Rivers Edge Drive, Altoona, WI 54720

Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 24 years of experience in the finance industry.

3
Ronald F. Ducharme
CRD#: 4304518
2420 Rivers Edge Drive, Altoona, WI 54720

Ronald Ducharme (CRD# 4304518) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry.

4
Jon M. Gadberry
CRD#: 6576530
2420 Rivers Edge Drive, Altoona, WI 54720

Jon Gadberry (CRD# 6576530) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 6 years of experience in the finance industry.

5
Kent M. Higley
CRD#: 4595884
2420 Rivers Edge Drive, Altoona, WI 54720

Kent Higley (CRD# 4595884) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 17 years of experience in the finance industry.

6
Mary J. Hiss
CRD#: 6173711
2420 Rivers Edge Drive, Altoona, WI 54720

Mary Hiss (CRD# 6173711) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 8 years of experience in the finance industry. Mary Hiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Jonathan P. Ippel
CRD#: 5833663
2420 Rivers Edge Drive, Altoona, WI 54720

Jonathan Ippel (CRD# 5833663) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 10 years of experience in the finance industry. Jonathan Ippel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Benjamin J. Kanz
CRD#: 4119942
2420 Rivers Edge Drive, Altoona, WI 54720

Benjamin Kanz (CRD# 4119942) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 21 years of experience in the finance industry.

9
Adam Kern
CRD#: 7062001
2420 Rivers Edge Drive, Altoona, WI 54720

Adam Kern (CRD# 7062001) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry. Adam Kern has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Christopher W. Meeks
CRD#: 6753384
2420 Rivers Edge Drive, Altoona, WI 54720

Christopher Meeks (CRD# 6753384) 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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