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Tanner Thompson

Orgel Wealth Management, LLC

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About Tanner Thompson

Tanner Thompson is an Investment Advisor Representative registered in Wisconsin. Tanner joined Orgel Wealth Management, LLC in January 2018 and is currently registered with the firm. Tanner's profile shows that Tanner passed the Uniform Investment Adviser Law Examination in October 2020. Tanner has experience in various roles, including working at Baumgartners Cheese Store and Tavern, Crossroads Auto Sales, and UW-Eau Claire. Tanner is a specialist in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.

Firm Information

Tanner Thompson 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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Tanner Thompson’s Registration & Firm History

WI

10/29/2020 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

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Licenses & Designations

IA

Issued 10/29/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tanner Thompson.
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