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.
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Verified contacts
49
available on Kipplo
LinkedIn employees
50
51 to 200 range
Open roles
—
no listings
Distinct roles
34
indexed titles
Tech stack
0
tools in use
Monthly traffic
328
organic / mo
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Decision-makers and verified team members
49 contacts with verified email or phone · masked until revealed.
- DA
Dale A. Walter
Market Director · Advertising & Marketing
EmailPhone - JP
Jonathan P. Ippel
Principal · Finance & Accounting
EmailPhone - MB
Mark Boser
Director of Retirement Plan Services, Principal · General Business & Management
EmailPhone - AR
Aaron Rott
Compliance Manager · Legal
EmailPhone - AK
Adam Kern
Relationship Manager · Sales & Business Development
EmailPhone - AS
Amanda Salwasser
Manager of Client Experience · Customer/Client Service
EmailPhone - BK
Ben Kanz
Senior Relationship Manager, Principal · Other
EmailPhone - BR
Bryan Reynolds
Ai Ml Innovation Manager · General Business & Management
EmailPhone - DO
Daniel Oliver
Relationship Manager · Sales & Business Development
EmailPhone
Showing 9 of 49 verified contacts
Top roles at Orgel Wealth Management, Llc
34 distinct titles indexed · top 10 shown.
- 5financial analyst
- 5relationship manager
- 2business systems specialist
- 2executive assistant
- 2intern
- 2senior relationship manager, principal
- 1()
- 1administrative strategy assistant
- 1administrative strategy associate
- 1ai ml innovation manager
- +24more titles
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