Jonathan Paul Ippel
Investment adviser representative at Orgel Wealth Management, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$9.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Orgel Wealth Management, LLCJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 3 states (MN, TX, WI).
Orgel Wealth Management, LLC
$9.5BAssets managed
3,976Clients
31Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5833663
- Firm CRD
- 168219