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RIA / WealthAdvisor25 years in industry

RONALD F. DUCHARME

Advisor at ORGEL WEALTH MANAGEMENT, LLC

ALTOONA, WI | Onalaska, WI

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Search this name across graphsid dfx:ria:0fc3c5b1-769f-e1b9-ff51-73e365b218d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ORGEL WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Jan 12, 2001
First registration: Feb 9, 2009
Dual registered: no
Other names: RON DUCHARME
IAPD individual key: 4304518

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ORGEL WEALTH MANAGEMENT, LLC	Independent wealth	Jul 27, 2021	n/a	yes	ALTOONA, WI\|Onalaska, WI	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Oct 16, 2020	Oct 27, 2020	no	Onalaska, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 3, 2011	Jul 30, 2021	no	MINNEAPOLIS, MN\|LA CROSSE, WI\|ONALASKA, WI\|ONALASKA, WI\|MENOMONEE FALLS, WI\|LA CROSSE, WI	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Feb 9, 2009	Jan 3, 2011	no	LACROSSE, WI\|ONALASKA, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	COMMONWEALTH FINANCIAL NETWORK	Jul 30, 2021	Oct 16, 2020	-287	Firm change after gap	Wirehouse to ibd
COMMONWEALTH FINANCIAL NETWORK	ORGEL WEALTH MANAGEMENT, LLC	Oct 27, 2020	Jul 27, 2021	273	Firm change	Ibd to RIA
WELLS FARGO INVESTMENTS, LLC	WELLS FARGO ADVISORS	Jan 3, 2011	Jan 3, 2011	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ORGEL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jul 27, 2021 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2011 to Jul 30, 2021factForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Oct 16, 2020 to Oct 27, 2020factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Feb 9, 2009 to Jan 3, 2011factForm ADV

Dated events

No dated event names this entity yet.