Ronald Ducharme, financial advisor Altoona WI

Ronald Ducharme

CRD Number: 4304518
Current Firm: Orgel Wealth Management, LLC

Ronald Ducharme (CRD# 4304518) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.

Similar Advisors
Kevin McKinley, financial advisor Altoona WI
Kevin P. McKinley
CRD# 1177018
Mckinley Money, LLC
Similar Advisors
Amy Anderl, financial advisor Altoona WI
Amy M. Anderl
CRD# 6621851
Robert W. Baird & Company Incorporated
Similar Advisors
Rachelle Anglemyer, financial advisor Altoona WI
Rachelle L. Anglemyer
CRD# 5319186
Edward Jones
Company Name Location Dates Years
Orgel Wealth Management Altoona, WI Jul 2021 - Current 2
Wells Fargo Clearing Services, LLC Lacrosse, WI Oct 2020 - Jul 2021 < 1
Commonwealth Financial Network Waltham, MA Oct 2020 - Oct 2020 < 1
Schmocker Financial Services La Crosse, WI Oct 2020 - Oct 2020 < 1
Wells Fargo Clearing Services, LLC Lacrosse, WI Nov 2016 - Oct 2020 3
Wells Fargo Advisors LLC Lacrosse, WI Jan 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Ronald F. Ducharme
Phone Number: 715-835-6525
Registered State(s):
  • MN
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    6,255
    MILLIONS
  • Total Number of Accounts
    9,697
    ACCOUNTS
  • Average Account Value
    $645,071
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, CT, DC, FL, GA, HI, IA, ID, IL, IN, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Ready to hire a financial advisor? Get competitive proposals from Ronald Ducharme and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.