Tanner
Thompson
Orgel Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Tanner Thompson is a financial advisor working out of Altoona, Wisconsin who has 3 years of relevant experience. Thompson is on the advisory team at Orgel Wealth Management, LLC. Over the course of their career, Thompson has held roles at Monroe Country Club, Baumgartners Cheese Store And Tavern, Crossroads Auto Sales, Uw-Eau Claire and Orgel Wealth Management. Thompson holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Wisconsin. Orgel Wealth Management, LLC is a financial advisory business based out of Altoona, WI. The firm has offices in three locations and a total of 75 financial advisors. It manages $6 billion in assets between its 9,697 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 40 charitable organizations. Of its 9,697 customer accounts, 29% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Orgel Wealth Management, LLC provides a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fee types charged by Orgel Wealth Management, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Tanner Thompson Work History
Tanner has been registered as a financial advisor for 3 years.*
Orgel Wealth Management
Orgel Wealth Management
Crossroads Auto Sales
Uw-Eau Claire
Baumgartners Cheese Store And Tavern
Monroe Country Club
*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 Tanner Thompson 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
