Orgel Wealth Management, LLC

Orgel Wealth Management, LLC (CRD# 168219) is a financial advisory firm headquartered in Altoona, WI. They manage $6,255,250,814 in 9,697 accounts and serve the financial needs of clients across 41 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,255
    MILLION
  • Total Number of Accounts
    9,697
    ACCOUNTS
  • Average Account Value
    $645,071
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
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, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Orgel Wealth Management, LLC
Showing 11 - 20 of 29 top financial advisors.
11
Donna J. Murr
CRD#: 1905694
2420 Rivers Edge Drive, Altoona, WI 54720

Donna Murr (CRD# 1905694) 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.

12
Samir A. Murty
CRD#: 4813635
2420 Rivers Edge Drive, Altoona, WI 54720

Samir Murty (CRD# 4813635) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 19 years of experience in the finance industry.

13
Evan A. Nelson
CRD#: 5498778
2420 Rivers Edge Drive, Altoona, WI 54720

Evan Nelson (CRD# 5498778) 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.

14
Daniel M. Oliver
CRD#: 6655329
2420 Rivers Edge Drive, Altoona, WI 54720

Daniel Oliver (CRD# 6655329) 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.

15
Mark A. Orgel
CRD#: 1319970
2420 Rivers Edge Drive, Altoona, WI 54720

Mark Orgel (CRD# 1319970) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 39 years of experience in the finance industry.

16
Geoffrey A. Probst
CRD#: 5663895
2420 Rivers Edge Drive, Altoona, WI 54720

Geoffrey Probst (CRD# 5663895) 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.

17
Aaron S. Reynolds
CRD#: 4573738
2420 Rivers Edge Drive, Altoona, WI 54720

Aaron Reynolds (CRD# 4573738) 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.

18
Robert S. Spaeth
CRD#: 6085526
2420 Rivers Edge Drive, Altoona, WI 54720

Robert Spaeth (CRD# 6085526) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 11 years of experience in the finance industry.

19
Lee P. Clausen
CRD#: 4919612
2420 Rivers Edge Drive, Altoona, WI 54720

Lee Clausen (CRD# 4919612) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

20
Bradley A. Dobson
CRD#: 6540242
2420 Rivers Edge Drive, Altoona, WI 54720

Bradley Dobson (CRD# 6540242) 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.

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