Steven McDonald, financial advisor Winona MN

Steven McDonald

CRD Number: 4689716
Current Firm: Securities America Advisors, Inc.

Steven McDonald (CRD# 4689716) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Winona, MN Aug 2015 - Current 8
Securities America Inc. Winona, MN Jul 2015 - Current 8
Merchant's National Bank Winona, MN Aug 2005 - Current 18
Fintegra, LLC Minneapolis, MN Aug 2005 - Jul 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2003
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Steven R. McDonald
Phone Number: 402-399-9111
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    38,164
    MILLIONS
  • Total Number of Accounts
    200,228
    ACCOUNTS
  • Average Account Value
    $190,602
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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