Unclaimed Profile

Craig Robert Falkner

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Series 7, Series 31, Series 66Clean record18 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 4496734Firm CRD# 168219

Profile Verification

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

Identity

Craig Robert Falkner · ALTOONA, WI

Registration

CRD #4496734 · ORGEL WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ADVISORY SERVICES NETWORK

Sep 2015 – present

ORGEL WEALTH MANAGEMENT, LLC

Oct 2013 – Feb 2015

ALTOONA, WI

RBC CAPITAL MARKETS, LLC

Feb 2008 – Oct 2013

EAU CLAIRE, WI

MORGAN STANLEY & CO., INCORPORATED

Sep 2007 – Jan 2008

BLOOMINGTON, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · September 27, 2007

Years registered · 18

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

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALTOONA?

Browse all registered financial advisors in ALTOONA, Wisconsin or claim this profile if it's yours.

Browse ALTOONA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig Robert Falkner offer?

Craig Robert Falkner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Craig Robert Falkner's credentials?

Craig Robert Falkner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Robert Falkner located?

Craig Robert Falkner 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 Craig Robert Falkner charge for services?

Craig Robert Falkner'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →