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Theodore Henry Stewart

Orgel Wealth Management, LLC

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About Theodore Henry Stewart

Theodore Stewart is a Registered Investment Advisor (IA) associated with Orgel Wealth Management, LLC. Theodore is licensed in Minnesota and Wisconsin. Theodore's professional experience includes roles at Worthington Minnesota School System, GreatLife Worthington, College Student, Banner Engineering, ITS Help Desk and Orgel Wealth Management. Theodore's areas of specialization include Pension and Profit Sharing Plans, Charitable Organizations, High Net Worth Individuals, Individuals Other Than High Net Worth, and Corporations or Other Businesses.

Firm Information

Theodore Stewart 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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Theodore Stewart’s Registration & Firm History

MN

01/29/2024 - Present

Orgel Wealth Management, LLC (Minnetonka MN)

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Licenses & Designations

IA

Issued 01/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theodore Henry Stewart.
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