Barbara DonaldsonCRD Number: 1127134
Current Firm: Ameriprise Financial Services, Inc.
Barbara Donaldson (CRD# 1127134) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Brookfield, WI and has over 34 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Ameriprise Financial Services Inc.||Brookfield, WI||Sep 2014 - Current||3|
|Wells Fargo Advisors LLC||Waukesha, WI||May 2009 - Sep 2014||5|
|Wachovia Securities, LLC||Waukesha, WI||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1999|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV