Andrew Donohoo (CRD# 7007683) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hales Corners, WI and has over 5 years of experience in the finance industry.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Wauwatosa, WI | Feb 2023 - Current | 1 |
| The Prudential Insurance Company Of America | Wauwatosa, WI | Feb 2023 - Current | 1 |
| Equitable Advisors | New York, NY | Jan 2022 - Feb 2023 | 1 |
| Principal Life Insurance Company | Milwaukee, WI | Mar 2019 - Jan 2022 | 2 |
| Principal Securities Inc. | Milwaukee, WI | Mar 2019 - Jan 2022 | 2 |
| Mml Investors Services | Milwaukee, WI | Sep 2018 - Mar 2019 | < 1 |
| Mass Mutual Life Insurance Company | Milwaukee, WI | Aug 2018 - Mar 2019 | < 1 |
| Robertson Ryan And Assoc | Milwaukee, WI | May 2018 - Mar 2019 | < 1 |
| Sentry | Stevens Point, WI | Apr 2006 - May 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- WI
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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