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Carol ann Donahue

THE Wealth Consulting Group

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About Carol ann Donahue

Carol Ann Donahue is a registered representative with over 8 years of experience in the financial services industry. Carol Ann is a registered representative with The Wealth Consulting Group, an independent investment advisor firm, and also works with CUSO Financial Services, LP, a broker-dealer. Carol Ann's experience includes providing financial planning and investment advisory services to individuals, families, and businesses. Carol Ann Donahue holds Series 6, Series 63, and Series 65 securities licenses and is a registered investment advisor in California. Carol Ann focuses on financial planning, portfolio management, and retirement planning.

Firm Information

Carol ann Donahue is currently registered with THE Wealth Consulting Group. THE Wealth Consulting Group is a Las Vegas-based financial advisory firm with over $5 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals, businesses, and charitable organizations. They also offer a wrap fee program.
THE Wealth Consulting Group

8925 WEST POST ROAD

LAS VEGAS, NV 89148

$5.19B

Assets Under Management

742

Total Clients

115

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carol ann Donahue’s Registration & Firm History

CA

04/14/2022 - Present

THE Wealth Consulting Group (San Diego CA)

CA

08/26/2016 - 07/06/2018

CUSO FINANCIAL SERVICES, L.P. (La Mesa CA)

CA

04/26/2014 - 09/08/2016

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 08/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carol ann Donahue.
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