AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Donna Jean Murr

Donna J. Murr

ORGEL WEALTH MANAGEMENT
Altoona, WI 54720
Some features on this profile are disabled
CRD#: 1905694
Donna Jean Murr

Professional summary

Donna Jean Murr, CFP®, who also goes by Donna Murr Timmins, Donna Timmins, is a registered financial advisor currently at ORGEL WEALTH MANAGEMENT, LLC located in Altoona, Wisconsin.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Donna has worked at 2 firms and has passed the Series 65 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Murr Timmins | Donna Timmins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Jean Murr's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Current

September 16, 2014 - Present

ORGEL WEALTH MANAGEMENT, LLC

Office #1: 2420 Rivers Edge Drive, Altoona, WI 54720
RIA
CRD#: 168219
Altoona, WI
Past

July 12, 2004 - August 19, 2014

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

RIA
CRD#: 38357
EAU CLAIRE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
OW
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(10/11/2019)
IAR
Texas
(9/16/2014)
IAR
Wisconsin
(9/16/2014)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/10/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 11/22/1988
National Commodity Futures Examination

Current Firm

OW
ORGEL WEALTH MANAGEMENT, LLC
ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219 / SEC#: 801-78284

RIA
Registered Investment Advisory firm - (7/9/2013 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2420 Rivers Edge Drive, Altoona, WI 54720
Mailing Address
Phone number
(715) 835-6525
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (41 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ORGEL WEALTH MANAGEMENT WRAP FEE BROCHURE (3/27/2024)
ORGEL WEALTH MANAGEMENT ADV BROCHURE (3/27/2024)

Regulatory assets under management

Total Number of Accounts10,031
AUM (Assets Under Management)$ 7,104,580,359

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ORGEL WEALTH MANAGEMENT, LLC

CRD#: 168219Altoona, WI 54720

TRUST BUT VERIFY

Monitor Donna Murr

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JP
Jayson PociusAdvisorCheck Check Mark
GREAT POINT CAPITAL LLC
PR
CHICAGO, IL
RA
Ramon AguirreAdvisorCheck Check Mark
MONEY CONCEPTS CAPITAL CORP
IAR
Fort Worth, TX
RC
Ryan CapatostoAdvisorCheck Check Mark
FSC SECURITIES CORPORATION
PR
ATLANTA, GA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.