Brendan Donlevy (CRD# 6958581) is an Investment Advisor Representative working at Osaic Advisory Services, LLC in South Barrington, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors | Norcross, GA | Dec 2021 - Current | 2 |
| Triad Hybrid Solutions | Norcross, GA | Dec 2021 - Current | 2 |
| Northwestern Mutual | Lombard, IL | May 2021 - Dec 2021 | < 1 |
| Capital Forensics Inc. | Palatine, IL | Jun 2019 - May 2021 | 1 |
| Uw-whitewater | Whitewater, WI | Sep 2018 - Jun 2019 | < 1 |
| Mooney Lyons Financial | South Barrington, IL | Apr 2018 - Sep 2018 | < 1 |
| Uw-whitewater | Whitewater, IL | Sep 2015 - Apr 2018 | 2 |
| St Charles North Hs | St Charles, IL | Sep 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- IL
-
Total Assets Under Management4,939MILLIONS
-
Total Number of Accounts20,269ACCOUNTS
-
Average Account Value$243,658
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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