Hannah Marie King
Investment adviser representative at Orgel Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$9.5BFirm assets
13 yearsFirm in business
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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
11 years in the industry.
- Orgel Wealth Management, LLCJun 2025 to now
- Ameriprise Financial ServicesJun 2023 to May 2025
- Ameriprise Financial ServicesMay 2022 to Aug 2022
- Royals Investment FundApr 2022 to Jun 2023
- Thompson Financial TransitionsJun 2021 to Oct 2021
- Creative Sewing CentersJun 2020 to Aug 2021
- Bethel UniversityJun 2019 to May 2025
- Minnehaha AcademyAug 2017 to Jun 2019
- Parnassus PreparatoryFeb 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 7392311
- Firm CRD
- 168219