Quam Wealth Advisory Group LLC
Quam Wealth Advisory Group LLC (CRD# 155903) is a financial advisory firm headquartered in , . They manage $6,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$150,000
- 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
Donna Quam (CRD# 2263154) is an Investment Advisor Representative working at Quam Wealth Advisory Group LLC in Loves Park, IL and has over 25 years of experience in the finance industry. Donna Quam 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.