Orgel Wealth Management
42yrs
Top advisor by experience in Altoona
4yrs
Dylan Schulz is a fiduciary financial advisor in Altoona, Wisconsin, with 4 years in the industry. Dylan joined Orgel Wealth Management in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Dylan holds the CFP® designation.
One of 74 advisors with offices in Altoona, and one of 69 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office2420 Rivers Edge Drive, Altoona, WI 54720
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.88 million
Advisors at the firm31
States licensed ?1 state
Services through Orgel Wealth Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowOrgel Wealth Management, LLCCurrent firm
Contact Dylan
(715) 835-6525Orgel Wealth Management main office 2420 Rivers Edge DriveAltoona, WI 54720Office · Get directions LinkedIn pageOrgel Wealth Management
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Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call Orgel Wealth Management at (715) 835-6525 and ask for Dylan Schulz. Dylan works from the Altoona, WI office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Dylan hold?
Series 65. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
Orgel Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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