Aaron Reynolds has been Member & Chief Investment Officer of Orgel Wealth Management since May 2015, is a control person of the firm and directly owns between 5% and 10% of it. Aaron Reynolds holds a Bachelor of Arts in Economics from the University of Wisconsin – Madison and a Master of Business Administration from the University of Chicago Booth School of Business.
Orgel Wealth Management, LLC is an Altoona, WI firm with $9.55B under management, 3,976 clients and 31 advisers across 3 offices, as of its March 2026 filing.
Aaron Reynolds is Chief Investment Officer and Principal of Orgel Wealth Management. He oversees investment manager due diligence, portfolio management, and economic research. He has over 23 years of industry experience in research and institutional consulting. Before joining Orgel Wealth Management, he served as Director of Asset Manager Research at Robert W. Baird & Co. in Milwaukee.
Aaron Reynolds’ longest registration is the current one, 10 years at Orgel Wealth Management since 2016. Before joining Orgel Wealth Management in 2016, Aaron Reynolds was registered through Robert W. Baird & Co. Incorporated.
- Orgel Wealth Management, LLCCurrent– present · 10 yearsAltoona, WI · Adviser representative · Firm CRD 168219
- Robert W. Baird & Co. Incorporated– · 8 yearsMilwaukee, WI · Adviser representative · Firm CRD 8158
Professional designations
Listed by Orgel Wealth Management
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
Aaron Reynolds is registered as an investment adviser representative in Wisconsin, since April 2016.
- WisconsinSince 8 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 February 2012 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 30 September 2008 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 17 June 2008 |
| Series 66 | Uniform Combined State Law Examination | 3 December 2002 |
| Series 7 | General Securities Representative Examination | 22 November 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aaron Scott Reynolds
- CRD
- 4573738
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member & Chief Investment Officer
- Office
- 2420 RIVERS EDGE DRIVE, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Aaron Reynolds work?
Aaron Reynolds has been Member & Chief Investment Officer of Orgel Wealth Management, LLC since May 2015, and is a control person of the firm.
Is Aaron Reynolds a financial advisor?
Yes. Aaron Reynolds has a current investment-adviser registration in Wisconsin, through Orgel Wealth Management since April 2016.
How many years of experience does Aaron Reynolds have?
Aaron Reynolds has 18 years in the financial industry, since November 2007, across 2 adviser firms.
What exams has Aaron Reynolds passed?
Aaron Reynolds has passed 5 licensing exams: the Series 7, Series 66, Series 87, Series 86 and Series 24. The earliest, the Series 7, was passed in November 2002. FINRA credited Aaron Reynolds with the SIE, which began in October 2018.
Where did Aaron Reynolds work before Orgel Wealth Management?
Before Orgel Wealth Management, Aaron Reynolds was registered through Robert W. Baird & Co. Incorporated, December 2006 to May 2015.
Where is Aaron Reynolds based?
Aaron Reynolds’ registered office is in Altoona, WI.
Is Aaron Reynolds registered with FINRA?
No. Aaron Reynolds has no current broker registration.
Is Aaron Reynolds a CFP?
Orgel Wealth Management lists Aaron Reynolds with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Is Aaron Reynolds a CFA charterholder?
Orgel Wealth Management lists Aaron Reynolds with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Aaron Reynolds’ record?
Search CRD 4573738 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aaron Reynolds’ full registration record.
