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Mark Alan Orgel

Orgel Wealth Management, LLC

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About Mark Alan Orgel

Mark Alan Orgel is an investment advisor representative with Orgel Wealth Management, LLC. Mark has been in the industry since 1984 and has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Mark holds Series 7, 8, 63, and 65 licenses. Mark has been with Orgel Wealth Management, LLC since 2013. Before joining Orgel Wealth Management, LLC, Mark worked at RBC Capital Markets, LLC, Dain Rauscher Incorporated, and Robert W. Baird & Co. Incorporated.

Firm Information

Mark Orgel 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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Mark Orgel’s Registration & Firm History

WI

10/14/2013 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

WI

03/02/1998 - 10/24/2013

RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)

NA

10/02/1989 - 03/02/1998

DAIN RAUSCHER INCORPORATED

WI

11/17/1984 - 10/14/1989

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 11/22/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/07/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/12/1990

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Alan Orgel.
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