Anna E. Geissler
Investment Adviser Representative at Orgel Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Anna E. Geissler is an investment adviser representative with Orgel Wealth Management, LLC in Altoona, WI, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota and Wisconsin.
Office
Advisors at this office: 23
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- McDonnell Area Catholic SchoolMar 2016 – May 2021Chippewa Falls, WI
- University of Wisconsin - MadisonJun 2021 – May 2025Madison, WI
- Mason Companies Inc.Dec 2021 – Feb 2022Chippewa Falls, WI
- Mason Companies Inc.Jun 2022 – Aug 2022Chippewa Falls, WI
- Orgel Wealth ManagementJun 2023 – Aug 2023Altoona, WI
- Orgel Wealth ManagementJun 2024 – Aug 2024Altoona, WI
- Old Abe's Supper ClubJun 2023 – no end date reportedJim Falls, WI
- Orgel Wealth ManagementJul 2025 – no end date reportedAltoona, WI
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Orgel Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 30
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Altoona, WI
- SEC file number:
- 801-78284
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 25, 2026
View full firm profileOther advisors at Orgel Wealth Management, LLC
Showing 12 of 30 in the directory
Similar advisors in Altoona, WI
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anna E. Geissler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched