Kathleen DonovanCRD 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 5 years of experience in the finance industry.
Pierce Financial Planning, Inc.
Investment Professionals, Inc.
Context Financial LLC
|Ameriprise Financial Services, Inc.||Minneapolis, MN||Nov 2015 - Current||2|
|Equine Insurance Specialists||Lexington, KY||Aug 2014 - Current||3|
|Mutual Of Omaha Insurance Company||Lexington, KY||Apr 2014 - Current||3|
|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|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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