Justin McDonnell, financial advisor Middleton WI
93 score

Justin McDonnell

CRD Number: 6056034
Current Firm: Royal Alliance Associates, Inc.

Justin McDonnell (CRD# 6056034) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Middleton, WI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Royal Alliance Middleton, WI Feb 2018 - Current < 1
World Financial Group Madison, WI Mar 2012 - Current 6
Cartel Cartage De Forest, WI Nov 2009 - Current 8
Lj Mac Inc. Middleton, WI Jan 2008 - Current 10
Transamerica Financial Advisors Madison, WI Apr 2012 - Feb 2018 5
Design Enterprises Inc. Otsego, MN Dec 2007 - Dec 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for Justin A. McDonnell
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    5,420
    MILLIONS
  • Total Number of Accounts
    22,069
    ACCOUNTS
  • Average Account Value
    $245,585
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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