Ryan
Smith

Orgel Wealth Management, LLC

CRD#7396354
Investment Advisor
in Hopkins, MN

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About this Advisor

Ryan Smith is a financial advisor based in Hopkins, Minnesota, working with Orgel Wealth Management, LLC. Ryan has previously held positions at Affiance Financial, University Of Minnesota, 2Nd Swing, Hilton Hotel - East Bench, D-Bar Rolled Ice Cream, Howard-Suamico School District, Chives Restaurant, Private Client Services, and Orgel Wealth Management. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Ryan is part of Orgel Wealth Management, LLC, which operates out of Hopkins, Minnesota. The firm has 3 offices and 78 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Orgel Wealth Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

701 Carlson Parkway Suite 150
Hopkins, MN 55305

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Orgel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$7,104,580,359

MN Average: $2,826,565,184
Total Number of Employees

78

MN Average: 43
Total Number of Accounts

10,031

MN Average: 1,898
Average Account Size

$708,262

MN Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Ryan Smith Work History

2024 - Present (1 year)

Orgel Wealth Management

2023 - 2024 (1 year)

Private Client Services

2022 - 2024 (2 years)

Affiance Financial

2021 - 2021 (< 1 year)

Affiance Financial

2020 - 2020 (< 1 year)

2Nd Swing

2019 - 2019 (< 1 year)

Hilton Hotel - East Bench

2018 - 2021 (3 years)

University Of Minnesota

2018 - 2018 (< 1 year)

D-Bar Rolled Ice Cream

2016 - 2018 (2 years)

Chives Restaurant

2013 - 2018 (5 years)

Howard-Suamico School District

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Disclosures

Please visit the SEC profile of Ryan Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orgel Wealth Management, LLC

Adam Kern
Altoona, WI
Tyler Meyer
Hopkins, MN
Jonathan Ippel
Altoona, WI
Jon Gadberry
Altoona, WI
Evan Nelson
Altoona, WI
Mary Hiss
Altoona, WI
Jon Laher
Altoona, WI
Theodore Stewart
Altoona, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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