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Aaron Eugene Schueller

Orgel Wealth Management, LLC

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About Aaron Eugene Schueller

Aaron Schueller is an investment advisor representative associated with Orgel Wealth Management, LLC. Aaron has been in the financial services industry for more than 8 years. Aaron is registered with the state of Wisconsin. Prior to joining Orgel Wealth Management, LLC, Aaron worked at LPL Financial LLC, Mid Atlantic Capital Corporation, and Cetera Investment Services LLC. Aaron holds a Series 7, Series 63 and Series 65 securities license.

Firm Information

Aaron Schueller is currently registered with Orgel Wealth Management, LLC. Orgel Wealth Management, LLC is a registered investment adviser with offices in Altoona, WI. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. They manage approximately $7.1 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE

ALTOONA, WI 54720

$7.10B

Assets Under Management

5

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Schueller’s Registration & Firm History

WI

11/10/2021 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

WI

02/02/2021 - 05/24/2021

LPL FINANCIAL LLC (MADISON WI)

PA

08/06/2019 - 08/11/2020

MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)

IA

07/01/2017 - 12/31/2018

CETERA INVESTMENT SERVICES LLC (DUBUQUE IA)

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Licenses & Designations

BC

Issued 10/27/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/27/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Aaron Eugene Schueller. Review regulatory record here.
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