Donna Thrane, financial advisor Cleveland OH

Donna Thrane

CRD Number: 4716722
Current Firm: Rsm Us Wealth Management LLC

Donna Thrane (CRD# 4716722) is an Investment Advisor Representative working at Rsm Us Wealth Management LLC in Cleveland, OH and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Rsm Us Wealth Management LLC Cleveland, OH Nov 2018 - Current 2
Unemployed Cleveland, OH May 2018 - Oct 2018 < 1
Wellspring Financial Advisors Cleveland, OH Feb 2007 - May 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Donna L. Thrane
Phone Number: 612-332-4300
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    7,464
    MILLIONS
  • Total Number of Accounts
    11,587
    ACCOUNTS
  • Average Account Value
    $644,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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