MD
MD

Michael Patrick Donnan

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness OwnersFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
512 clients
Average Client Portfolio
$818K average
Assets Under Management
$419.0M

Fee Structure

Minimum Investment:None
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Location

530 N Koeller St, Oshkosh, WI, 54902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is an insurance broker with MVP Insurance, spending minimal time on it. He is also a member and insurance agent with Bowman Insurance Services, providing asset protection advice involving insurance, dedicating minimal time to this activity as well.

Employment History
Current Registrations
Aegis Financial
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Private Client Services, LLCBroker
October 2019 - December 2020 · 1 yr 2 mos
Raymond James Financial Services Advisors, INC
November 2014 - October 2019 · 4 yrs 11 mos
Raymond James Financial Services, INC.Broker
November 2014 - October 2019 · 4 yrs 11 mos
Thrivent Investment Management INC.Broker
February 2011 - November 2014 · 3 yrs 9 mos
Thrivent Investment Management INC.
January 2011 - November 2014 · 3 yrs 10 mos
Thrivent Investment Management INC.
March 2005 - September 2009 · 4 yrs 6 mos
Thrivent Investment Management INC.Broker
March 2005 - September 2009 · 4 yrs 6 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.
Michael Patrick Donnan - Financial Advisor | TrueAdvisor