Jon
Gadberry
Orgel Wealth Management, LLC
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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
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
Jon Gadberry Work History
Jon has been registered as a financial advisor for 2 years.*
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
Concordia College
Agan Drywall
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
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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