Patrick Donohue (CRD# 7129021) is an Investment Advisor Representative working at Ausdal Financial Partners, Inc. in Downers Grove, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pek Biester Road, LLC | Arlington Heights, IL | Sep 2022 - Current | 1 |
Crystal Lake Cardinals | Crystal Lake, IL | Jan 2021 - Current | 3 |
Bch Wealth Management, LLC | Shaumburg, IL | Aug 2019 - Current | 4 |
Athletic Barn | Wheeling, IL | Oct 2019 - Dec 2020 | 1 |
Valparaiso University | Valparaiso, IN | Aug 2015 - Aug 2019 | 4 |
School District 23 | Prosect Heights, IL | May 2016 - Aug 2016 | < 1 |
Prospect High School | Mount Prospect, IL | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- IL
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Total Assets Under Management1,534MILLIONS
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Total Number of Accounts8,079ACCOUNTS
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Average Account Value$189,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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
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