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Ronald F. Ducharme

Orgel Wealth Management, LLC

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About Ronald F. Ducharme

Ronald F. Ducharme is a financial advisor with Orgel Wealth Management, LLC, located in Altoona, WI. Ronald has been in the financial services industry since 2001 and has experience in both investment and insurance. He has licenses in Minnesota, Texas, and Wisconsin. Ronald is a dedicated professional who is committed to helping his clients achieve their financial goals.

Firm Information

Ronald Ducharme is currently registered with Orgel Wealth Management, LLC. Orgel Wealth Management, LLC is a registered investment adviser with offices in Altoona, WI. The firm provides financial planning, portfolio management for businesses and individuals, and pension consulting services. They manage approximately $7.1 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Orgel Wealth Management, LLC

2420 RIVERS EDGE DRIVE

ALTOONA, WI 54720

$7.10B

Assets Under Management

5

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronald Ducharme’s Registration & Firm History

WI

07/27/2021 - Present

Orgel Wealth Management, LLC (ALTOONA WI)

WI

01/03/2011 - 07/30/2021

WELLS FARGO CLEARING SERVICES, LLC (LA CROSSE WI)

WI

10/16/2020 - 10/27/2020

COMMONWEALTH FINANCIAL NETWORK (La Crosse WI)

WI

01/26/2009 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LACROSSE WI)

WI

01/12/2001 - 01/27/2009

EDWARD JONES (ONALASKA WI)

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Licenses & Designations

BOTH

Issued 02/27/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Ronald F. Ducharme. Review regulatory record here.
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