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 21 - 29 of 29 top financial advisors.
21
Jon R. Laher
CRD#: 7825762
2420 Rivers Edge Drive, Altoona, WI 54720

Jon Laher (CRD# 7825762) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

22
Matthew S. Leach
CRD#: 7424553
2420 Rivers Edge Drive, Altoona, WI 54720

Matthew Leach (CRD# 7424553) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.

23
Brian J. Mansky
CRD#: 7478072
2420 Rivers Edge Drive, Altoona, WI 54720

Brian Mansky (CRD# 7478072) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 2 years of experience in the finance industry.

24
Tyler J. Meyer
CRD#: 7396692
701 Carlson Parkway Suite 150, Minnetonka, MN 55305

Tyler Meyer (CRD# 7396692) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

25
Dylan C. Schulz
CRD#: 7633043
2420 Rivers Edge Drive, Altoona, WI 54720

Dylan Schulz (CRD# 7633043) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

26
Theodore H. Stewart
CRD#: 7851927
2420 Rivers Edge Drive, Altoona, WI 54720

Theodore Stewart (CRD# 7851927) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

27
Evan L. Thompson
CRD#: 7848280
2420 Rivers Edge Drive, Altoona, WI 54720

Evan Thompson (CRD# 7848280) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

28
Tanner Thompson
CRD#: 7302525
2420 Rivers Edge Drive, Altoona, WI 54720

Tanner Thompson (CRD# 7302525) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 3 years of experience in the finance industry.

29
Joshua J. Zahn
CRD#: 6963968
2420 Rivers Edge Drive, Altoona, WI 54720

Joshua Zahn (CRD# 6963968) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has 1 year of experience in the finance industry.

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