Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Paul Ippel is a financial advisor in Altoona, Wisconsin with over 13 years of experience. He holds the Series 6, 63 and 65 licenses and is a Certified Financial Planner. Jonathan has been with Orgel Wealth Management, LLC since 2014 and previously worked at FIRST COMMAND FINANCIAL PLANNING, INC. Jonathan specializes in providing financial advice to individuals, corporations, charitable organizations, and retirement plans.
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
01/21/2014 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
CO
08/26/2010 - 10/16/2013
FIRST COMMAND FINANCIAL PLANNING, INC. (AURORA CO)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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