Orgel Wealth Management, LLC

Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $3,031,978,000 in 7,026 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,032
    MILLION
  • 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
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, 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

Financial Advisors at Orgel Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Benjamin J. Kanz
CRD#: 4119942
2420 Rivers Edge Drive, Altoona, WI 54720
96
Wealthminder
score

Benjamin Kanz (CRD# 4119942) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 16 years of experience in the finance industry.

2
Donna J. Murr
CRD#: 1905694
2420 Rivers Edge Drive, Altoona, WI 54720
96
Wealthminder
score

Donna Murr (CRD# 1905694) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 15 years of experience in the finance industry. Donna Murr 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.

3
Evan A. Nelson
CRD#: 5498778
2420 Rivers Edge Drive, Altoona, WI 54720
96
Wealthminder
score

Evan Nelson (CRD# 5498778) 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.

4
Aaron S. Reynolds
CRD#: 4573738
2420 Rivers Edge Drive, Altoona, WI 54720
96
Wealthminder
score

Aaron Reynolds (CRD# 4573738) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 15 years of experience in the finance industry. Aaron Reynolds 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.

5
Peter J. Atkinson
CRD#: 4268761
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Peter Atkinson (CRD# 4268761) 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
Mark A. Boser
CRD#: 2921925
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 20 years of experience in the finance industry.

7
Kent M. Higley
CRD#: 4595884
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Kent Higley (CRD# 4595884) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 12 years of experience in the finance industry.

8
Jonathan P. Ippel
CRD#: 5833663
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Jonathan Ippel (CRD# 5833663) 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. 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.

9
Samir A. Murty
CRD#: 4813635
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Samir Murty (CRD# 4813635) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 13 years of experience in the finance industry.

10
Geoffrey A. Probst
CRD#: 5663895
2420 Rivers Edge Drive, Altoona, WI 54720
93
Wealthminder
score

Geoffrey Probst (CRD# 5663895) 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.