Donna Capretti, financial advisor Frankfort IL
89 score

Donna Capretti

CRD Number: 6258713
Current Firm: Bmo Harris Financial Advisors, Inc.

Donna Capretti (CRD# 6258713) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Frankfort, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bmo Harris Financial Advisors Frankfort, IL Oct 2013 - Current 3
Bmo Harris Bank Frankfort, IL Mar 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2014
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Donna C. Capretti
Phone Number: 877-225-3863
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    11,801
    MILLIONS
  • Total Number of Accounts
    119,705
    ACCOUNTS
  • Average Account Value
    $98,584
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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