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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $150,000
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Quam Wealth Advisory Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donna M. Quam
CRD#: 2263154
Loves Park, IL
49
Wealthminder
score

Donna Quam (CRD# 2263154) is an Investment Advisor Representative working at Quam Wealth Advisory Group LLC in Loves Park, IL and has over 24 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.

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