Evan Nelson has been Member & Relationship Manager of Orgel Wealth Management since December 2018, is a control person of the firm and directly owns between 10% and 25% of it. Evan Nelson holds a Bachelor of Arts in Finance from the University of St. Thomas.
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.
Evan Nelson is Senior Relationship Manager and Principal of Orgel Wealth Management. He works with clients on relationship management, investment strategy development, and financial, estate, and insurance planning, and with business owners on succession plans, business sales and business asset acquisitions. Earlier, he worked as a research associate at RBC Wealth Management, LLC, performing research, trading, and managing portfolios.
Evan Nelson’s longest registration is the current one, 12 years at Orgel Wealth Management since 2014. Before joining Orgel Wealth Management in 2014, Evan Nelson was registered through RBC Capital Markets, LLC.
- Orgel Wealth Management, LLCCurrent– present · 12 yearsAltoona, WI · Adviser representative · Firm CRD 168219
- RBC Capital Markets, LLC– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 31194
Professional designations
Listed by Orgel Wealth Management
- Chartered Financial Analyst®
Investment adviser representative registrations
Evan Nelson is registered as an investment adviser representative in 3 states. The first approvals date from January 2014; the most recent is Minnesota, in October 2019.
- MinnesotaSince 11 October 2019
- TexasSince 16 March 2018
- WisconsinSince 22 January 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 January 2011 |
| Series 7 | General Securities Representative Examination | 12 November 2010 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Evan Andrew Nelson
- CRD
- 5498778
- Firm
- Orgel Wealth Management · CRD 168219
- Role
- Member & Relationship Manager
- Office
- 2420 RIVERS EDGE DRIVE, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- orgelwealth.com
Where does Evan Nelson work?
Evan Nelson has been Member & Relationship Manager of Orgel Wealth Management, LLC since December 2018, and is a control person of the firm.
Is Evan Nelson a financial advisor?
Yes. Evan Nelson has a current investment-adviser registration in Minnesota, Texas and Wisconsin, through Orgel Wealth Management since January 2014.
How many years of experience does Evan Nelson have?
Evan Nelson has 15 years in the financial industry, since February 2011, across 2 adviser firms.
What exams has Evan Nelson passed?
Evan Nelson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2010.
Where did Evan Nelson work before Orgel Wealth Management?
Before Orgel Wealth Management, Evan Nelson was registered through RBC Capital Markets, LLC, January 2011 to December 2013.
Where is Evan Nelson based?
Evan Nelson’s registered office is in Altoona, WI.
Is Evan Nelson registered with FINRA?
No. Evan Nelson has no current broker registration.
Is Evan Nelson a CFA charterholder?
Orgel Wealth Management lists Evan Nelson with the CFA credential (“Chartered Financial Analyst®”) on its website. CFA Institute confirms certification status.
How can I verify Evan Nelson’s record?
Search CRD 5498778 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Evan Nelson’s full registration record.
