Jon
Gadberry

Orgel Wealth Management, LLC

CRD#6576530
Investment Advisor
in Altoona, WI

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About this Advisor

Jon Gadberry is a chartered financial analyst working in Altoona, Wisconsin who has 2 years of relevant experience. Gadberry currently works for Orgel Wealth Management, LLC. Throughout their career, they have worked at Ameriprise Financial Services, Inc, Wells Fargo, Linn Grove Venture Capital, Concordia College, Agan Drywall, Aerotek, American Century Investment Services, Inc, Northwestern Mutual Investment Services LLC, Steve Miura and Orgel Wealth Management. Gadberry holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Minnesota and Wisconsin. Orgel Wealth Management, LLC is a financial advisory company based in Altoona, WI. The company has offices in three locations and a total of 75 employees. It administers $6 billion in assets between its 9,697 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 40 charities and foundations. Of its 9,697 customer accounts, 29% belong to high-net-worth investors who have at least $1 million in investable assets. Orgel Wealth Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which service is provided. Fee types charged by Orgel Wealth Management, LLC most likely consist of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

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

2420 Rivers Edge Drive
Altoona, WI 54720

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Orgel Wealth Management, LLC Brokerage Details

Total Assets Under Management

$6,255,250,814

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

75

WI Average: 43
Total Number of Accounts

9,697

WI Average: 1,898
Average Account Size

$645,071

WI 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

Jon Gadberry Work History

Jon has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Orgel Wealth Management

2019 - 2021 (2 years)

Northwestern Mutual Investment Services LLC

2019 - 2021 (2 years)

Steve Miura

2017 - 2019 (2 years)

American Century Investment Services, Inc

2015 - 2017 (2 years)

Ameriprise Financial Services, Inc

2015 - 2015 (< 1 year)

Wells Fargo

2015 - 2015 (< 1 year)

Aerotek

2014 - 2014 (< 1 year)

Linn Grove Venture Capital

2013 - 2014 (1 year)

Concordia College

2013 - 2013 (< 1 year)

Agan Drywall

2012 - 2013 (1 year)

Concordia College

*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 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

Evan Nelson
Altoona, WI
Matthew Leach
Altoona, WI
Mary Hiss
Altoona, WI
Peter Atkinson
Altoona, WI
Adam Kern
Altoona, WI
Mark Boser
Altoona, WI
Robert Spaeth
Altoona, WI
Jon Gadberry
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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