• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
PETER JOHN ATKINSON
CRD#: 4268761
IA
Investment Adviser
ORGEL WEALTH MANAGEMENT, LLCCRD#: 168219 2420 RIVERS EDGE DRIVE
ALTOONA, WI 54720
Registration History
200420062008201020122014201620182020202220242026IAORGEL WEALTH MANAGEMENT, LLC (CRD# 168219)2013 - Present (11 years)IARBC CAPITAL MARKETS, LLC (CRD# 31194)2013 - 2013 (<1 year)IAWELLS FARGO ADVISORS, LLC (CRD# 19616)2011 - 2013 (2 years)IAWELLS FARGO INVESTMENTS, LLC (CRD# 10582)2003 - 2011 (8 years)
License(s)

State Registrations

IA
Wisconsin 10/11/2013

Current Registration(s)
IA
ORGEL WEALTH MANAGEMENT, LLC (CRD#:168219)
2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720
Registered with this firm since 10/11/2013

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/06/2013 - 10/24/2013 RBC CAPITAL MARKETS, LLC (CRD#:31194) EAU CLAIRE, WI
IA
01/03/2011 - 04/24/2013 WELLS FARGO ADVISORS, LLC (CRD#:19616) EAU CLAIRE, WI
IA
01/24/2003 - 01/03/2011 WELLS FARGO INVESTMENTS, LLC (CRD#:10582) EAU CLAIRE, WI
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.