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Evan Andrew Nelson

Orgel Wealth Management, LLC

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About Evan Andrew Nelson

Evan Andrew Nelson is an investment advisor representative with Orgel Wealth Management, LLC based in Altoona, Wisconsin. Evan has been with the firm since January 2013 and has over 12 years of experience in the financial services industry. Evan is a Chartered Financial Analyst and holds the Series 66 and Series 7 licenses. Evan is also a Managing Member of Heartland Equity Partners 1, LLC, an unregistered pooled investment fund that invests in majority interests of Upper Midwest companies. Evan specializes in financial planning, portfolio management, and pension consulting. Evan is registered to provide investment advisory services in Minnesota, Texas, and Wisconsin.

Firm Information

Evan Nelson 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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Evan Nelson’s Registration & Firm History

WI

01/22/2014 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

MN

11/15/2010 - 12/26/2013

RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan Andrew Nelson.
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