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
Experience
Principal
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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