Jonathan P. Ippel

Relationship Manager, Principal at ORGEL WEALTH MANAGEMENT, LLC

Role
Principal at ORGEL WEALTH MANAGEMENT, LLC
Location
Altoona, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Principal

    ORGEL WEALTH MANAGEMENT, LLC

    Jan 2021 — Present · Altoona, WI, US

    Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Services primarily include investment management, financial planning, and retirement plan consulting.

Education

  • University of Wisconsin-Madison

    Bachelor of Science (BS), Economics

    2003 — 2007

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Jonathan P. Ippel — Principal at ORGEL WEALTH MANAGEMENT, LLC in Altoona, WI, US | Unifers