Steven McDonough (CRD# 6752285) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Dubuque, IA and has over 7 years of experience in the finance industry.
CRD# 4802967
Edward Jones
CRD# 4638956
Empower Advisory Group, LLC
CRD# 5103781
Investments By Design, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Dubuque, IA | Jan 2024 - Current | < 1 |
| Wealth Enhancement Advisory Services | Dubuque, IA | Jan 2024 - Current | < 1 |
| Avantax Investment Services, Inc. | Dubuque, IA | Sep 2020 - Jan 2024 | 3 |
| Honkamp Krueger Financial Services Inc. | Dubuque, IA | May 2019 - Jan 2024 | 4 |
| Proequities, Inc. | Dubuque, IA | May 2019 - Sep 2020 | 1 |
| Mml Investors Services | Davenport, IA | Sep 2018 - Apr 2019 | < 1 |
| Massmutual | Davenport, IA | Jun 2018 - Apr 2019 | < 1 |
| Rsm Us Wealth Management LLC | Davenport, IA | Nov 2016 - May 2018 | 1 |
| First Community Trust | Davenport, IA | Feb 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2018 |
- IA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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