Anna E. Geissler
Investment adviser representative at Orgel Wealth Management, LLC
10 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
10 years in the industry.
- Orgel Wealth Management, LLCJul 2025 to now
- Old Abe's Supper ClubJun 2023 to now
- Orgel Wealth ManagementJun 2024 to Aug 2024
- Orgel Wealth ManagementJun 2023 to Aug 2023
- Mason Companies Inc.Jun 2022 to Aug 2022
- Mason Companies Inc.Dec 2021 to Feb 2022
- University of Wisconsin - MadisonJun 2021 to May 2025
- Mcdonnell Area Catholic SchoolMar 2016 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8240328
- Firm CRD
- 168219