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Ryan L Smith

Orgel Wealth Management, LLC

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About Ryan L Smith

Ryan Smith is a financial advisor with Orgel Wealth Management, LLC. Ryan is registered with the state of Minnesota and Wisconsin. Ryan has over two years of experience in the financial services industry. Ryan holds Series 7TO and Series 66 securities licenses, and the SIE exam. Ryan has a background in providing financial advice to individuals, businesses, and charitable organizations. Ryan has also worked for Private Client Services, LLC and Affiance Financial. In addition to his financial advisory work, Ryan has a passion for community service and is involved in various charitable organizations.

Firm Information

Ryan Smith 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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Ryan Smith’s Registration & Firm History

MN

05/29/2024 - Present

Orgel Wealth Management, LLC (Minnetonka MN)

MN

04/27/2023 - 04/29/2024

PRIVATE CLIENT SERVICES, LLC (St. Louis Park MN)

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Licenses & Designations

BOTH

Issued 08/30/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/01/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan L Smith.
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