Michael Donnan (CRD# 4776996) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.
CRD# 5809177
Osaic Wealth, Inc.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 2186552
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aegis Financial | Oshkosh, WI | Nov 2014 - Current | 9 |
| Private Client Services | Oshkosh, WI | Nov 2019 - Nov 2020 | 1 |
| Raymond James Financial Services, Inc. | Oshkosh, WI | Nov 2014 - Oct 2019 | 4 |
| Raymond James Financial Services Advisors Inc. | Oshkosh, WI | Nov 2014 - Oct 2019 | 4 |
| Dfb Wealth Planning | Oshkosh, WI | Nov 2014 - Dec 2015 | 1 |
| Thrivent Financial | Appleton, WI | Apr 2006 - Oct 2014 | 8 |
| Thrivent Investment Management Inc. | Appleton, WI | Mar 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- WI
-
Total Assets Under Management357MILLIONS
-
Total Number of Accounts1,735ACCOUNTS
-
Average Account Value$205,719
- 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
- Pension consulting services
FL, MI, MN, WI
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