Donna Jean Murr

Employer firm

Orgel Wealth Management, LLC CRD 168219

$9.55B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Orgel Wealth Management, Llc

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2019-10-11
TX	RA	APPROVED	2014-09-16
WI	RA	APPROVED	2014-09-16

MN RA
APPROVED

Since 2019-10-11
TX RA
APPROVED

Since 2014-09-16
WI RA
APPROVED

Since 2014-09-16

Branch Locations

2420 Rivers Edge Drive, Altoona, WI 54720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Orgel Wealth Management, Llc	Altoona	WI	08/2014	Present

08/2014 → Present

Orgel Wealth Management, Llc

Altoona, WI

Previous Registrations

2004-07-12 → 2014-08-19

Cliftonlarsonallen Wealth Advisors, Llc

Altoona, WI

Minneapolis, MN

Eau Claire, WI

Minneapolis, MN

Other Businesses

Since 2020, the employee holds a 5% ownership interest in OWM RE, a jointly held partnership that owns real estate located at 2420 Rivers Edge Drive and 2423 Rivers Edge Drive, Altoona, WI 54720, which are the buildings used by Orgel Wealth Management for its operations. The activity involves real estate ownership only, with approximately 1 hour per month devoted; oversight is handled by another partner.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2002-07-10

S65 Uniform Investment Adviser Law Examination

2002-07-10

Designations

Certified Financial Planner

Other Names

Donna Murr Timmins
Donna Timmins

View on SEC IAPD