Unclaimed Profile

Aaron Scott Reynolds

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

SIE, Series 7, Series 24, Series 66, Series 86, Series 87Clean record19 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 4573738Firm CRD# 168219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Scott Reynolds · ALTOONA, WI

Registration

CRD #4573738 · ORGEL WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ORGEL WEALTH MANAGEMENT, LLC

Apr 2016 – present

ROBERT W. BAIRD & CO. INCORPORATED

Dec 2006 – May 2015

MILWAUKEE, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Series 86

Series 87

Registration record

First registered · December 8, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORGEL WEALTH MANAGEMENT, LLC

CRD 168219 · SEC 801-78284

AUM

$7.1B

Regulatory assets under management

Employees

10,031 client accounts

Services offered by ORGEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ORGEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Scott Reynolds offer?

Aaron Scott Reynolds specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Aaron Scott Reynolds's credentials?

Aaron Scott Reynolds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Scott Reynolds located?

Aaron Scott Reynolds is based in ALTOONA, Wisconsin, working with ORGEL WEALTH MANAGEMENT, LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.

How does Aaron Scott Reynolds charge for services?

Aaron Scott Reynolds's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORGEL WEALTH MANAGEMENT, LLC?

ORGEL WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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