Donna Murr, financial advisor Altoona WI
96 score

Donna Murr

CRD Number: 1905694
Current Firm: Orgel Wealth Management, LLC

Donna Murr (CRD# 1905694) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 14 years of experience in the finance industry. Donna Murr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Orgel Wealth Management, LLC Altoona, WI Aug 2014 - Current 2
Cliftonlarsonallen Wealth Advisors, LLC Eau Claire, WI Jan 1998 - Aug 2014 16
Donna J Murr, LLC Inver Grove Heights, MN Mar 1993 - Aug 2014 21
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2002
Contact Info for Donna J. Murr
Phone Number: 715-835-6525
Registered State(s):
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    3,032
    MILLIONS
  • Total Number of Accounts
    7,026
    ACCOUNTS
  • Average Account Value
    $431,537
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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