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Bert Lawrence McDonough

Riversource Distributors, Inc.

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About Bert Lawrence McDonough

Bert McDonough is a financial advisor who has been in the industry since May 15, 2000. Bert is currently registered with Riversource Distributors, Inc. and previously worked at AMERIPRISE FINANCIAL SERVICES, INC. and IDS LIFE INSURANCE COMPANY. Bert holds the Series 6 and SIE licenses. Bert's current firm is located in Minneapolis, Minnesota.

Firm Information

Bert McDonough is currently registered with Riversource Distributors, Inc.. Riversource Distributors, Inc. is a corporation formed on December 9, 2005, and is registered to operate in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has been approved by the SEC and has been subject to two regulatory events and one arbitration claim.

Not reported

Assets Under Management

Not reported

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bert McDonough’s Registration & Firm History

MN

01/03/2017 - Present

Riversource Distributors, Inc. (Minneapolis MN)

MN

05/16/2000 - 05/22/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)

MN

05/16/2000 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Bert Lawrence McDonough. Review regulatory record here.
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