ORGEL WEALTH MANAGEMENT, LLC

www.orgelwealth.com

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.

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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.

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Country

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State

Wisconsin

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Founded

2013

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Retirement Plan Services , Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Market Director

    Email ****** @****.com
    Phone (***) ****-****
  • Associate Brand Manager

    Email ****** @****.com
    Phone (***) ****-****

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