Bryan Donaugh (CRD# 6434474) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Greenfield, IN and has over 8 years of experience in the finance industry.
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Life Insurance Company | Pendleton, IN | Nov 2021 - Current | 2 |
| Transamerica Investors Securities Corporation | Pendleton, IN | Nov 2021 - Current | 2 |
| Wealthcare Partners LLC | Indianapolis, IN | Sep 2020 - Oct 2021 | 1 |
| Cwm, Llc Dba Carson Patners | Indianapolis, IN | Sep 2020 - Oct 2021 | 1 |
| Cetera Advisor Networks | Indianapolis, IN | Sep 2020 - Oct 2021 | 1 |
| Valic Financial Advisors, Inc. | Carmel, IN | Feb 2020 - Sep 2020 | < 1 |
| Unemployed | Fortville, IN | Jan 2020 - Feb 2020 | < 1 |
| Northview Church | Indianapolis, IN | Apr 2019 - Dec 2019 | < 1 |
| Oneamerica Securities | Indianapolis, IN | Feb 2019 - Apr 2019 | < 1 |
| American United Life | Indianapolis, IN | Jan 2019 - Apr 2019 | < 1 |
| Valic Financial Advisors, Inc. | Carmel, IN | Jan 2016 - Jan 2019 | 3 |
| One Anchor Financial | Fortville, IN | Sep 2014 - Jan 2016 | 1 |
| Mt Vernon School Corp | Fortville, IN | Jan 2015 - Mar 2015 | < 1 |
| Christ The Savior Lutheran Church | Fishers, IN | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- IN
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Total Assets Under Management12,680MILLIONS
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Total Number of Accounts160,403ACCOUNTS
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Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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