Rachel McDonough (CRD# 4638011) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 20 years of experience in the finance industry. Rachel McDonough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2773901
Edward Jones
CRD# 1246048
Thrivent Advisor Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eversource Wealth Advisors, LLC | Hudson, WI | Aug 2021 - Current | 2 |
| Ameriprise Financial Services, Inc. | New Prague, MN | Sep 2014 - Aug 2021 | 6 |
| Mcnellis & Asato, Ltd | Bloomington, MN | Jul 2012 - Sep 2014 | 2 |
| Raymond James Financial Services Advisors, Inc. | Arden Hills, MN | Nov 2009 - Sep 2014 | 4 |
| Make Your Money Count, Llc / Mcdonough Consulting Group, LLC | Bloomington, MN | Oct 2009 - Sep 2014 | 4 |
| Raymond James Financial Services,inc | Arden Hills, MN | Aug 2009 - Sep 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
- WI
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Total Assets Under Management2,694MILLIONS
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Total Number of Accounts8,119ACCOUNTS
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Average Account Value$331,859
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