Evan
Nelson
Orgel Wealth Management, LLC
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About this Advisor
Evan Nelson is a chartered financial analyst who works in Altoona, Wisconsin, with 9 years of industry experience. Nelson works at Orgel Wealth Management, LLC. They have worked at Orgel Wealth Management, Llc for all of their career. Nelson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota, Texas and Wisconsin. Orgel Wealth Management, LLC is an advisory business based out of Altoona, WI. The firm has offices in three locations and a total of 75 financial advisors. It has $6 billion in assets under management between its 9,697 accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 40 charities and foundations. Of its 9,697 customer accounts, 29% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Orgel Wealth Management, LLC offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. A financial advisor's fees usually are based on which services the firm provides the client. Fee types charged by Orgel Wealth Management, LLC can be comprised of some blend of 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
Evan Nelson Work History
Evan has been registered as a financial advisor for 9 years.*
Orgel Wealth Management, LLC
*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 Evan Nelson 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
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