Jonathan P. Ippel, Cfp®, Cima®
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Jonathan P. Ippel, Cfp®, Cima® Email & Phone Number

Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC at ORGEL WEALTH MANAGEMENT, LLC
Location: Altoona, Wisconsin, United States 6 work roles 1 school
1 work email found @orgelwealth.com 1 phone found area 715 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email j****@orgelwealth.com
Direct phone (715) ***-****
LinkedIn Profile matched
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Current company
ORGEL WEALTH MANAGEMENT, LLC
Role
Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC
Location
Altoona, Wisconsin, United States
Company size
30 employees

Who is Jonathan P. Ippel, Cfp®, Cima®? Overview

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Quick answer

Jonathan P. Ippel, Cfp®, Cima® is listed as Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC at ORGEL WEALTH MANAGEMENT, LLC, a company with 30 employees, based in Altoona, Wisconsin, United States. AeroLeads shows a work email signal at orgelwealth.com, phone signal with area code 715, and a matched LinkedIn profile for Jonathan P. Ippel, Cfp®, Cima®.

Jonathan P. Ippel, Cfp®, Cima® previously worked as Principal at Orgel Wealth Management, Llc and Relationship Manager at Orgel Wealth Management, Llc. Jonathan P. Ippel, Cfp®, Cima® holds Bachelor Of Science (Bs), Economics from University Of Wisconsin-Madison.

Company email context

Email format at ORGEL WEALTH MANAGEMENT, LLC

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*@orgelwealth.com
71% confidence

AeroLeads found 1 current-domain work email signal for Jonathan P. Ippel, Cfp®, Cima®. Compare company email patterns before reaching out.

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Profile bio

About Jonathan P. Ippel, Cfp®, Cima®

Jonathan P. Ippel, Cfp®, Cima® is a Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC at ORGEL WEALTH MANAGEMENT, LLC.

Current workplace

Jonathan P. Ippel, Cfp®, Cima®'s current company

Company context helps verify the profile and gives searchers a useful next step.

ORGEL WEALTH MANAGEMENT, LLC
Orgel Wealth Management, Llc
Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC
altoona, wisconsin, united states
Website
orgelwealth.com
Employees
30
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Company profile
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6 roles

Jonathan P. Ippel, Cfp®, Cima® work experience

A career timeline built from the work history available for this profile.

Principal

Current
Orgel Wealth Management, Llc

Altoona, Wisconsin, United States

Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management.

Jan 2021 - Present

Relationship Associate

Orgel Wealth Management, Llc

Altoona, Wisconsin Area

Jan 2014 - Dec 2018
Team & coworkers

Colleagues at ORGEL WEALTH MANAGEMENT, LLC

Other employees you can reach at orgelwealth.com. View company contacts for 30 employees →

ER Erica Rocksvold Erica Rocksvold Colleague at Orgel Wealth Management, LlcEau Claire, Wisconsin, United States, United States View → SO Sara Oliver Sara Oliver Colleague at Orgel Wealth Management, LlcEau Claire, Wisconsin, United States, United States View → ME Michael Eskridge, Cfa Michael Eskridge, Cfa Colleague at Orgel Wealth Management, LlcAltoona, Wisconsin, United States, United States View → RT Reese Thompson Reese Thompson Colleague at Orgel Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → BM Brian Mansky Brian Mansky Colleague at Orgel Wealth Management, LlcLa Crosse-Onalaska Area, United States View → MF Michael Fields Michael Fields Colleague at Orgel Wealth Management, LlcEau Claire, Wisconsin, United States, United States View → JG Jack Gadberry, Cfa, Cfp® Jack Gadberry, Cfa, Cfp® Colleague at Orgel Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States View → BR Bryan Reynolds Bryan Reynolds Colleague at Orgel Wealth Management, LlcEau Claire, Wisconsin, United States, United States View → TS Theodore Stewart Theodore Stewart Colleague at Orgel Wealth Management, LlcAltoona, Wisconsin, United States, United States View → AK Adam Kern, Cfa, Cfp Adam Kern, Cfa, Cfp Colleague at Orgel Wealth Management, LlcChippewa Falls, Wisconsin, United States, United States View →
1 education record

Jonathan P. Ippel, Cfp®, Cima® education

FAQ

Frequently asked questions about Jonathan P. Ippel, Cfp®, Cima®

Quick answers generated from the profile data available on this page.

What company does Jonathan P. Ippel, Cfp®, Cima® work for?

Jonathan P. Ippel, Cfp®, Cima® works for ORGEL WEALTH MANAGEMENT, LLC.

What is Jonathan P. Ippel, Cfp®, Cima®'s role at ORGEL WEALTH MANAGEMENT, LLC?

Jonathan P. Ippel, Cfp®, Cima® is listed as Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC at ORGEL WEALTH MANAGEMENT, LLC.

What is Jonathan P. Ippel, Cfp®, Cima®'s email address?

AeroLeads has found 1 work email signal at @orgelwealth.com for Jonathan P. Ippel, Cfp®, Cima® at ORGEL WEALTH MANAGEMENT, LLC.

What is Jonathan P. Ippel, Cfp®, Cima®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 715 for Jonathan P. Ippel, Cfp®, Cima® at ORGEL WEALTH MANAGEMENT, LLC.

Where is Jonathan P. Ippel, Cfp®, Cima® based?

Jonathan P. Ippel, Cfp®, Cima® is based in Altoona, Wisconsin, United States while working with ORGEL WEALTH MANAGEMENT, LLC.

What companies has Jonathan P. Ippel, Cfp®, Cima® worked for?

Jonathan P. Ippel, Cfp®, Cima® has worked for Orgel Wealth Management, Llc, First Command Financial Services, and Lorman Education Services.

Who are Jonathan P. Ippel, Cfp®, Cima®'s colleagues at ORGEL WEALTH MANAGEMENT, LLC?

Jonathan P. Ippel, Cfp®, Cima®'s colleagues at ORGEL WEALTH MANAGEMENT, LLC include Erica Rocksvold, Sara Oliver, Michael Eskridge, Cfa, Reese Thompson, and Brian Mansky.

How can I contact Jonathan P. Ippel, Cfp®, Cima®?

You can use AeroLeads to view verified contact signals for Jonathan P. Ippel, Cfp®, Cima® at ORGEL WEALTH MANAGEMENT, LLC, including work email, phone, and LinkedIn data when available.

What schools did Jonathan P. Ippel, Cfp®, Cima® attend?

Jonathan P. Ippel, Cfp®, Cima® holds Bachelor Of Science (Bs), Economics from University Of Wisconsin-Madison.

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