Michael Eskridge

ORGEL WEALTH MANAGEMENT

Altoona, WI 54720

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CRD#: 5205648

Professional summary

Michael Eskridge, CFA, who also goes by Michael Todd Eskridge, is a registered financial advisor currently at ORGEL WEALTH MANAGEMENT, LLC located in Altoona, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Todd Eskridge

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eskridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

May 4, 2022 - Present

ORGEL WEALTH MANAGEMENT, LLC

Office #1: 2420 Rivers Edge Drive, Altoona, WI 54720

RIA

CRD#: 168219

Altoona, WI

Past

February 22, 2019 - April 25, 2022

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

Menomonee Falls, WI

Past

February 22, 2019 - April 25, 2022

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

MENOMONEE FALLS, WI

Past

December 27, 2016 - December 27, 2018

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

Menomonee Falls, WI

Past

September 12, 2007 - December 31, 2014

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

MENOMONEE FALLS, WI

Past

February 22, 2007 - December 27, 2018

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

MENOMONEE FALLS, WI

Past

August 28, 2006 - December 13, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

EAGAN, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(5/4/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/1/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/23/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/25/2006

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/2010

General Securities Principal Examination

Current Firm

ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA

Registered Investment Advisory firm - (7/9/2013 Approved)

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Contact information

Main Address

2420 Rivers Edge Drive, Altoona, WI 54720

Mailing Address

Phone number

(715) 835-6525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ORGEL WEALTH MANAGEMENT WRAP FEE BROCHURE (3/27/2024)

ORGEL WEALTH MANAGEMENT ADV BROCHURE (3/27/2024)

Regulatory assets under management

Total Number of Accounts	10,031
AUM (Assets Under Management)	$ 7,104,580,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael Eskridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Eskridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ORGEL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2007

Series 63

Date: 9/1/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/23/2007

Series 6

Date: 8/25/2006

Series 24

Date: 8/27/2010

Current Firm

ORGEL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORGEL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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