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About
Brian Mansky is a Financial Planning Associate at Orgel Wealth Management, LLC in Onalaska, WI, where he contributes to the firm’s comprehensive financial planning efforts by analyzing client data and supporting the advisement team. His responsibilities include working closely with other planners to develop tailored asset allocation strategies and to help design investment portfolios primarily comprising mutual funds, exchange-traded funds, bonds, and cash, with a focus on long-term wealth management.
Previously, Brian built a strong finance and operations background at Trane Technologies, serving as Credit Manager and later as Material Buyer, roles which honed his analytical and client service skills. His sector exposure includes portfolio management for individuals and families, retirement planning, education planning, and client portfolio analysis, though his investment focus at Orgel Wealth Management is broadly diversified across traditional asset classes.
Brian holds a Bachelor’s degree in Accounting from Viterbo University, as well as a B.S. in Finance and Economics from the University of Wisconsin-Stout, and has passed the Series 65 exam, qualifying him to provide investment advisory services. His expertise spans financial analysis, investment planning, and risk assessment, supporting clients’ financial goals across changing market conditions.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| ORGEL WEALTH MANAGEMENT, LLC | Analyst | Nov 2021 to Present | Orgel Wealth Management is an independent SEC-registered investment advisory firm that provides advisory and wealth management services to individuals, families, high net worth individuals, pension an... |
| Trane Technologies | Material Buyer | Mar 2015 to Nov 2021 | Direct and Indirect material buyer for La Crosse, WI plants SME for implementation of new MRP system (Oracle). Project life cycle lead for entire materials team. Maintain internal and external Audit c... |
| Trane Technologies | Credit Manager | Jun 2010 to Mar 2015 | New project financial risk assessment Team leader credit portfolio management Analyzed and reported on deviations from KPI’s to senior leadership Leader of employee recognition program |
| Trane Technologies | Finance Associate II | Mar 2008 to Sep 2010 | — |
| Trane Technologies | Sr. Financial Services Representative | Jun 2006 to Mar 2008 | — |
| Trane Technologies | Financial Services Analyst | Jun 2004 to Jun 2006 | — |
| Coulee Region Humane Society | Accounting Clerk | Oct 2014 to Jan 2020 | Record daily transactions, weekly deposits, and payables to general ledger system Evaluate account budgets against current AOP and amend as necessary Assist in payroll processing |
| Geneva National Swim and Racquet Club | General Manager | Jun 2002 to Jun 2004 | Hire and manage daily work schedule for 10+ employees Implemented new POS software to decrease transaction time and improve record keeping Sustained positive cash flow within budget to maintain capita... |
| Geneva National Swim and Racquet Club | Assistant Manager | Jun 2001 to Jun 2002 | Scheduled, managed, and conducted bimonthly meetings for employees Developed standard work for opening and closing procedures to reduce labor hours and improve the member experience Automated monthly ... |
Education
Viterbo University
Bachelor's degree, Accounting
2012 — 2015
University of Wisconsin-Stout
B.S., Finance / Economics
2000 — 2004
Skills & Expertise
Others at Orgel Wealth Management, LLC (2)
| Name | Role | Location |
|---|---|---|
 | Principal | Altoona, WI , United States |
 | Senior Research Analyst | Altoona, WI , United States |
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| Name | Role | Fund | Location |
|---|---|---|---|
D Dean Schwefel | Senior Investment Analyst | Geneva Partners, LLC | Chicago, IL , United States |