Unclaimed Profile

Donna Jean Murr

ORGEL WEALTH MANAGEMENT, LLC·ALTOONA, Wisconsin

Series 3, Series 65Clean record22 years registeredORGEL WEALTH MANAGEMENT, LLC

2420 RIVERS EDGE DRIVE, ALTOONA, WI 54720CRD# 1905694Firm CRD# 168219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Jean Murr · ALTOONA, WI

Registration

CRD #1905694 · ORGEL WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

ORGEL WEALTH MANAGEMENT, LLC

Sep 2014 – present

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Jul 2004 – Aug 2014

EAU CLAIRE, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 65

Registration record

First registered · July 12, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ORGEL WEALTH MANAGEMENT, LLC

CRD 168219 · SEC 801-78284

AUM

$7.1B

Regulatory assets under management

Employees

10,031 client accounts

Services offered by ORGEL WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ORGEL WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donna Jean Murr offer?

Donna Jean Murr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALTOONA, Wisconsin for a consultation.

What are Donna Jean Murr's credentials?

Donna Jean Murr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Jean Murr located?

Donna Jean Murr is based in ALTOONA, Wisconsin, working with ORGEL WEALTH MANAGEMENT, LLC. Their office serves clients in the ALTOONA metropolitan area and surrounding communities.

How does Donna Jean Murr charge for services?

Donna Jean Murr's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ORGEL WEALTH MANAGEMENT, LLC?

ORGEL WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $7.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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