Unclaimed Profile

Evan Andrew Nelson

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Series 7, Series 66CFAClean record15 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 5498778Firm CRD# 168219

Profile Verification

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

Identity

Evan Andrew Nelson · ALTOONA, WI

Registration

CRD #5498778 · ORGEL WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

ORGEL WEALTH MANAGEMENT, LLC

Jan 2014 – present

RBC CAPITAL MARKETS, LLC

Jan 2011 – Dec 2013

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 13, 2011

Years registered · 15

Professional designation · CFA

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 Evan Andrew Nelson offer?

Evan Andrew Nelson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Evan Andrew Nelson's credentials?

Evan Andrew Nelson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Evan Andrew Nelson located?

Evan Andrew Nelson 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 Evan Andrew Nelson charge for services?

Evan Andrew Nelson'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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