• 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.
Jon Michael Gadberry Jr
Jack Gadberry, Jon Michael Gadberry Jr., Jon Michael Gadberry, Jon M Gadberry Jr
CRD#: 6576530
IA
Investment Adviser
B
Previous Broker
ORGEL WEALTH MANAGEMENT, LLCCRD#: 168219 2420 RIVERS EDGE DRIVE
ALTOONA, WI 54720
Registration History
201520162017201820192020202120222023202420252026IAORGEL WEALTH MANAGEMENT, LLC (CRD# 168219)2021 - Present (3 years)BNORTHWESTERN MUTUAL INVESTMENT... (CRD# 2881)2020 - 2021 (1 year)BAMERICAN CENTURY INVESTMENT SE... (CRD# 17437)2017 - 2019 (2 years)BAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2015 - 2017 (1 year)IAAMERIPRISE FINANCIAL SERVICES,... (CRD# 6363)2016 - 2017 (1 year)
License(s)

State Registrations

IA
Minnesota 6/30/2021

IA
Wisconsin 6/30/2021

Current Registration(s)
IA
ORGEL WEALTH MANAGEMENT, LLC (CRD#:168219)
2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720
Registered with this firm since 6/30/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
B
01/23/2020 - 06/25/2021 NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CRD#:2881) AUSTIN, TX
B
02/27/2017 - 12/03/2019 AMERICAN CENTURY INVESTMENT SERVICES INC. (CRD#:17437) KANSAS CITY, MO
IA
01/22/2016 - 02/21/2017 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) Minneapolis, MN
B
12/21/2015 - 02/21/2017 AMERIPRISE FINANCIAL SERVICES, INC. (CRD#:6363) Minneapolis, MN
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.