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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Atkinson is a registered investment advisor representative with Orgel Wealth Management, LLC. Peter has been in the financial services industry since 2000. Peter previously worked at RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Peter is licensed to provide financial advice in Wisconsin. Peter offers financial planning, portfolio management for businesses and individuals, and pension consulting. Orgel Wealth Management, LLC is a fee-only Registered Investment Advisor with offices in Altoona, WI. The firm has assets under management of $7.1 billion and specializes in serving high-net-worth individuals, charitable organizations, pension plans, and corporations.
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
10/11/2013 - Present
Orgel Wealth Management, LLC (ALTOONA WI)
WI
05/06/2013 - 10/24/2013
RBC CAPITAL MARKETS, LLC (EAU CLAIRE WI)
WI
01/03/2011 - 04/24/2013
WELLS FARGO ADVISORS, LLC (EAU CLAIRE WI)
WI
01/24/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EAU CLAIRE WI)
CA
12/13/2000 - 05/14/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
11/30/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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