Donna ThraneCRD 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.
Lpl Financial LLC
Independence Capital Company, Inc.
Strategic Wealth Partners, Ltd.
|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|
Total Assets Under Management7,464MILLIONS
Total Number of Accounts11,587ACCOUNTS
Average Account Value$644,206
- 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)
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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