linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Evan L. Thompson

Orgel Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Evan? Claim Your Profile

About Evan L. Thompson

Evan L. Thompson is an investment advisor representative at Orgel Wealth Management, LLC. Evan has been in the industry since 2021 and is registered with the state of Minnesota and Wisconsin. Evan holds a Series 65 license and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Evan has a background in education and various customer-facing roles.

Firm Information

Evan Thompson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Evan Thompson’s Registration & Firm History

WI

01/22/2024 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

Not sure if Evan L. Thompson is right for you?

Licenses & Designations

IA

Issued 01/22/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan L. Thompson.
Not sure if Evan L. Thompson is right for you?