Jon
Gadberry
Orgel Wealth Management, LLC
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About this Advisor
Jon Gadberry is a financial advisor based in Altoona, Wisconsin, working with Orgel Wealth Management, LLC. Jon has previously held positions at Ameriprise Financial Services, Inc, Wells Fargo, Linn Grove Venture Capital, Aerotek, American Century Investment Services, Inc, Northwestern Mutual Investment Services LLC, Steve Miura, and Orgel Wealth Management. Jon has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Wisconsin. Currently, Jon is part of Orgel Wealth Management, LLC, which operates out of Altoona, Wisconsin. 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
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$7,104,580,359
78
10,031
$708,262
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jon Gadberry Work History
Orgel Wealth Management
Northwestern Mutual Investment Services LLC
Steve Miura
American Century Investment Services, Inc
Ameriprise Financial Services, Inc
Wells Fargo
Aerotek
Linn Grove Venture Capital
Disclosures
Please visit the SEC profile of Jon Gadberry 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
Hopkins, MN
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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