Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eskridge is an investment advisor representative at Orgel Wealth Management, LLC. Michael has been in the industry since February 2007 and holds a Series 6, Series 7, Series 24 and Series 63 license. Michael is a Chartered Financial Analyst. Michael specializes in financial planning, pension consulting and portfolio management for individuals and businesses. Previously, Michael was with Wells Fargo Funds Distributor LLC. Michael is registered to provide investment advisory services in Wisconsin.
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
05/04/2022 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
WI
02/22/2019 - 04/25/2022
ALLSPRING FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
02/22/2007 - 12/27/2018
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
MN
08/28/2006 - 12/13/2006
WOODBURY FINANCIAL SERVICES, INC. (EAGAN MN)
IA
Issued 09/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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