Ryan L Smith
Investment adviser representative at Orgel Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$9.5BFirm assets
13 yearsFirm in business
Are you Ryan L Smith? Claim your profile
Contact this firm
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
13 years in the industry.
- Orgel Wealth Management, LLCMay 2024 to now
- Private Client ServicesFeb 2023 to Apr 2024
- Affiance FinancialJan 2022 to Apr 2024
- Affiance FinancialMay 2021 to Aug 2021
- 2nd SwingJun 2020 to Aug 2020
- Hilton Hotel - East BenchJun 2019 to Aug 2019
- University of MinnesotaSep 2018 to Dec 2021
- D-bar Rolled Ice CreamJul 2018 to Aug 2018
- Chives RestaurantJun 2016 to Jun 2018
- Howard-suamico School DistrictFeb 2013 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7396354
- Firm CRD
- 168219