Terence Donahe, financial advisor Portland OR
96 score

Terence Donahe

CRD Number: 1845426
Current Firm: Springwater Wealth Management, LLC

Terence Donahe (CRD# 1845426) is an Investment Advisor Representative working at Springwater Wealth Management, LLC in Portland, OR and has over 28 years of experience in the finance industry. Terence Donahe 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.

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Professional Designations
Company Name Location Dates Years
Springwater Wealth Management, LLC Tigard, OR Mar 2013 - Current 3
Cascade Wealth Management Lake Oswego, OR Dec 2002 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1988
S65 NASAA Investment Advisors Law Examination Mar 1999
Contact Info for Terence A. Donahe
Phone Number: 888-998-4796
Registered State(s):
  • CA
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Types of Clients
Registered States


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

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