Company Email Format Management

ORGEL WEALTH MANAGEMENT, LLC

Financial Services Altoona, Wisconsin, United States 54 employees

Employees: 54
Contacts: 4
Emails: 4
Phones: 4

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ORGEL WEALTH MANAGEMENT, LLC Overview

Headquarters: Altoona, Wisconsin, United States
Phone Number: Available in AeroLeads
Website: orgelwealth.com
Industry: Financial Services
Employees: 54
Founded: 2013
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

ALTOONA

About ORGEL WEALTH MANAGEMENT, LLC

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.

ORGEL WEALTH MANAGEMENT, LLC Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 4; 100.0% coverage

ORGEL WEALTH MANAGEMENT, LLC Org Chart

Sample employees and titles

Name	Title	Location	Contact
Donna Murr, Cfp®, Cdfa	Senior Relationship Manager, Principal at Orgel Wealth Management, Llc	Eau Claire, Wisconsin, United States	Email Phone
Ben Kanz, Cfa	Senior Relationship Manager, Principal at Orgel Wealth Management, Llc	Eau Claire, Wisconsin, United States	Email Phone
Mark Boser	Director of Retirement Plan Services, Principal at Orgel Wealth Management, Llc	Eau Claire, Wisconsin, United States	Email Phone
Jonathan P. Ippel, Cfp®, Cima®	Relationship Manager, Principal at Orgel Wealth Management, Llc	Altoona, Wisconsin, United States	Email Phone