Ronald F. Ducharme
Professional summary
Ronald F. Ducharme, CFP®, who also goes by Ron Ducharme, is a registered financial advisor currently at ORGEL WEALTH MANAGEMENT, LLC located in Onalaska, Wisconsin.
Ronald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Ronald has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ronald F. Ducharme's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
July 23, 2021 - Present
ORGEL WEALTH MANAGEMENT, LLC
Office #1: 2850 Midwest Drive Suite 107, Onalaska, WI 54650October 16, 2020 - October 27, 2020
COMMONWEALTH FINANCIAL NETWORK
October 16, 2020 - October 27, 2020
COMMONWEALTH FINANCIAL NETWORK
January 3, 2011 - July 30, 2021
WELLS FARGO CLEARING SERVICES, LLC
January 3, 2011 - July 30, 2021
WELLS FARGO CLEARING SERVICES, LLC
February 9, 2009 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
January 26, 2009 - January 3, 2011
WELLS FARGO INVESTMENTS, LLC
January 12, 2001 - January 27, 2009
EDWARD JONES
Primary Firm SEC Registration
ORGEL WEALTH MANAGEMENT, LLC
CRD#: 168219 / SEC#: 801-78284
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/6/2022)
(10/13/2021)
(7/23/2021)
Exams
Current Firm
ORGEL WEALTH MANAGEMENT, LLC
CRD#: 168219 / SEC#: 801-78284
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,031 |
| AUM (Assets Under Management) | $ 7,104,580,359 |
Red Flags
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