Ronald
Ducharme
Orgel Wealth Management, LLC
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About this Advisor
Ronald Ducharme is a financial advisor working out of Altoona, Wisconsin with 2 years of industry experience. Ducharme currently works for Orgel Wealth Management, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Commonwealth Financial Network, Schmocker Financial Services and Orgel Wealth Management. Ducharme maintains Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to operate in Minnesota, Texas and Wisconsin. Orgel Wealth Management, LLC is a registered investment firm operating out of Altoona, WI. The firm has offices in three locations and a total of 75 people on staff. It controls $6 billion in assets across its 9,697 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 40 charitable organizations. Of its 9,697 customer accounts, 29% are associated with high-net-worth individuals who have greater than $1 million in assets. Orgel Wealth Management, LLC provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely vary depending on the type of services offered. However, fees charged by Orgel Wealth Management, LLC likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orgel Wealth Management, LLC Brokerage Details
$6,255,250,814
75
9,697
$645,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Ronald Ducharme Work History
Ronald has been registered as a financial advisor for 2 years.*
Orgel Wealth Management
Commonwealth Financial Network
Schmocker Financial Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ronald Ducharme to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orgel Wealth Management, LLC
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
Altoona, WI
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