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ORGEL WEALTH MANAGEMENT

Orgel Wealth Management

Financial Services, 2420 Rivers Edge Dr, ALTOONA, Wisconsin, 54720, United States, 51-200 Employees

orgelwealth.com

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phone no Phone Number: 71********

Who is ORGEL WEALTH MANAGEMENT

Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wea...

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  • 2420 Rivers Edge Dr, ALTOONA, Wisconsin, 54720, United States Headquarters: 2420 Rivers Edge Dr, ALTOONA, Wisconsin, 54720, United States
  • 2013 Date Founded: 2013
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $1 Million to $5 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 523110 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ORGEL WEALTH MANAGEMENT

ORGEL WEALTH MANAGEMENT Org Chart and Mapping

Employees
Mason Kucera

Mason Kucera

Relationship Associate

Samir Murty

Samir Murty

Senior Relationship Manager

Katie Alonge

Katie Alonge

Executive Assistant to Senior Leadership

Mark Boser

Mark Boser

Director of Retirement Plan Services, Principal

Donna Murr

Donna Murr

Senior Relationship Manager, Principal

Rachel Chabot

Rachel Chabot

Administrative Assistant

Rebecca Raber

Rebecca Raber

Client Service Manager

Erica Rocksvold

Erica Rocksvold

Executive Assistant

Sara Oliver

Sara Oliver

Associate Brand Manager

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Frequently Asked Questions Regarding ORGEL WEALTH MANAGEMENT

Answer: ORGEL WEALTH MANAGEMENT's headquarters are located at 2420 Rivers Edge Dr, ALTOONA, Wisconsin, 54720, United States

Answer: ORGEL WEALTH MANAGEMENT's phone number is 71********

Answer: ORGEL WEALTH MANAGEMENT's official website is https://orgelwealth.com

Answer: ORGEL WEALTH MANAGEMENT's revenue is $1 Million to $5 Million

Answer: ORGEL WEALTH MANAGEMENT's SIC: 6211

Answer: ORGEL WEALTH MANAGEMENT's NAICS: 523110

Answer: ORGEL WEALTH MANAGEMENT has 51-200 employees

Answer: ORGEL WEALTH MANAGEMENT is in Financial Services

Answer: ORGEL WEALTH MANAGEMENT contact info: Phone number: 71******** Website: https://orgelwealth.com

Answer: Orgel Wealth Management is an independent registered investment adviser based in Altoona, Wisconsin, serving individual investment advisory and institutional clients nationwide. Orgel Wealth Management became an independent, employee-partner owned firm in October 2013. Since 2004 (which includes the firm's predecessor practice when under RBC Capital Markets LLC), the firm has served clients with a diversity of needs, circumstances and goals. Our mission is simple: By developing genuine relationships, we serve our clients, anticipate needs, and overcome obstacles in order to aid clients in realizing their financial objectives, with the goal of providing them simplicity and peace of mind.

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