Kathleen Donovan, financial advisor Lexington KY
90 score

Kathleen Donovan

CRD Number: 6153861
Current Firm: Ameriprise Financial Services, Inc.

Kathleen Donovan (CRD# 6153861) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Lexington, KY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Minneapolis, MN Nov 2015 - Current 1
Equine Insurance Specialists Lexington, KY Aug 2014 - Current 2
Mutual Of Omaha Insurance Company Lexington, KY Apr 2014 - Current 2
Mutual Of Omaha Investor Services Lexington, KY May 2014 - Oct 2015 1
Edward Jones Lexington, KY Jan 2013 - Apr 2014 1
Eqwos Bloodstock Lexington, KY Nov 2012 - Jan 2013 < 1
Taylor Made Sales Agency Lexington, KY Sep 2003 - Jan 2013 9
Ktd Communications Lexington, KY Jun 1997 - Jan 2013 15
Ktd Communications Lexington, KY Apr 1997 - Jan 2013 15
Breeders' Cup Lexington, KY Sep 2008 - Nov 2012 4
Breeders' Cup Lexington, KY Oct 2002 - Nov 2012 10
Best Shot Pet Products Lexington, KY Jun 2010 - Aug 2012 2
Winner Comm/espn Tulsa, OK Jul 1997 - Oct 2010 13
U.s. Census Lexington, KY Apr 2010 - Jul 2010 < 1
Amazon Lexington, KY Oct 2009 - Feb 2010 < 1
Castleton Lyons Lexington, KY Oct 2006 - Jan 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Kathleen T. Donovan
Phone Number: 612-671-3131
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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