Donna CaprettiCRD 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 3 years of experience in the finance industry.
Woodbury Financial Services, Inc.
Capstone Financial Advisors Inc.
|Bmo Harris Financial Advisors||Frankfort, IL||Oct 2013 - Current||3|
|Bmo Harris Bank||Frankfort, IL||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2014|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- 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
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