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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Reynolds is a financial advisor with Orgel Wealth Management, LLC. Aaron has over 18 years of experience in the financial services industry. Aaron has a background in financial planning, investment management and portfolio management. Aaron has worked with a variety of clients, including high net worth individuals, families, businesses, and charitable organizations. Aaron holds the Series 7, 66, 24, and 86 & 87 licenses. Aaron has a strong commitment to providing personalized financial advice to help clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
04/08/2016 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
WI
12/08/2006 - 05/05/2015
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/11/2003 - 11/30/2006
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
MN
11/25/2002 - 01/06/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/25/2002 - 01/06/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/17/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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