Donna Krohn (CRD# 7200766) is an Investment Advisor Representative working at Retirement Wealth Advisors, LLC in Cape Coral, FL and has over 4 years of experience in the finance industry. Donna Krohn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retirement Wealth Advisors, LLC | Cape Coral, FL | Jan 2020 - Current | 4 |
| Holistic Financial Group | Savannah, GA | Mar 2013 - Current | 11 |
| Retirement Wealth Advisors, LLC | Cape Coral, FL | Nov 2018 - Jan 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, TX
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