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Financial ADVSR advisor directory · SEC adviser records

Donalies Financial Planning, LLC financial advisors

Every SEC-registered investment adviser representative at Donalies Financial Planning, LLC, by the state and city of the office they work from.

The short answer

4 registered advisors work at Donalies Financial Planning, LLC, in 2 states and 3 cities; the most are in Washington, DC (2). 3 list the CFP designation and 0 are also registered broker representatives.

Search every Donalies Financial Planning, LLC advisor by name →Who joined and left Donalies Financial Planning, LLC →Donalies Financial Planning, LLC: assets, clients and custodians →

Cities with the most Donalies Financial Planning, LLC advisors

Washington, DC 2Chester, VT 1Colstrip, MT 1

Donalies Financial Planning, LLC advisors by state

Donalies Financial Planning, LLC in District of Columbia 2

Washington 2

Donalies Financial Planning, LLC in Montana 1

Colstrip 1

Donalies Financial Planning, LLC in Vermont 1

Chester 1

Questions

How many financial advisors does Donalies Financial Planning, LLC have?

4 investment adviser representatives are registered with Donalies Financial Planning, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 3 list the CFP designation and 0 are also registered as broker representatives.

Where does Donalies Financial Planning, LLC have the most advisors?

Washington, DC, with 2 registered advisors, then Chester, VT (1). By state, District of Columbia has the most, with 2.

How do I find a Donalies Financial Planning, LLC financial advisor near me?

Pick your state below, then your city, to see every Donalies Financial Planning, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Donalies Financial Planning, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →