Aaron
Schueller
Orgel Wealth Management, LLC
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About this Advisor
Aaron Schueller is a financial advisor operating in Altoona, Wisconsin with a total of 2 years of industry experience. Schueller is on the advisory team at Orgel Wealth Management, LLC. Over the course of their career, they have held roles at American Trust Retirement, American Trust & Savings Bank, Cetera Investment Services LLC, Loras College, Town Clock Inn Restaurant, Cetera Investment Advisers, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc, Lpl Financial LLC, Bankers' Bank, Accel Wealth Management LLC and Orgel Wealth Management. Schueller has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. Orgel Wealth Management, LLC is a registered investment company operating out of Altoona, WI. It has offices in three locations and a total of 75 people on staff. It oversees $6 billion in assets under management among its 9,697 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 40 charitable organizations. Of its 9,697 client accounts, 29% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors vary depending on which services are offered. However, fee types charged by Orgel Wealth Management, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$6,255,250,814
75
9,697
$645,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Aaron Schueller Work History
Aaron has been registered as a financial advisor for 2 years.*
Orgel Wealth Management
Accel Wealth Management LLC
Lpl Financial LLC
Bankers' Bank
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
American Trust Retirement
Cetera Investment Services LLC
Cetera Investment Advisers
American Trust Retirement
American Trust & Savings Bank
American Trust Retirement
American Trust Retirement
Loras College
Town Clock Inn Restaurant
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aaron Schueller 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
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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