Adam Donehue, financial advisor Sturgis MI
83 score

Adam Donehue

CRD Number: 4519849
Current Firm: Key Investment Services LLC

Adam Donehue (CRD# 4519849) is an Investment Advisor Representative working at Key Investment Services LLC in Sturgis, MI and has over 15 years of experience in the finance industry.

Similar Advisors
Ryan Kay, financial advisor Sturgis MI
Ryan A. Kay
CRD# 5672578
Ami Investment Management Inc.
Score
103
Similar Advisors
Aaron Wieand, financial advisor Sturgis MI
Aaron C. Wieand
CRD# 6405872
Integrated Financial Planning Solutions, LLC
Score
98
Similar Advisors
Michael Axel, financial advisor Sturgis MI
Michael D. Axel
CRD# 2635329
Ami Investment Management Inc.
Score
96
Company Name Location Dates Years
Key Investment Services LLC Cleveland, OH Mar 2014 - Current 4
Key Investment Services LLC Cleveland, OH Dec 2005 - Mar 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Adam C. Donehue
Phone Number: (888) 547-2968
Firm Website: http://www.key.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,744
    MILLIONS
  • Total Number of Accounts
    11,490
    ACCOUNTS
  • Average Account Value
    $151,779
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA

Ready to hire a financial advisor? Get competitive proposals from Adam Donehue and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.