Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colleen? Claim Your ProfileColleen Donnelly is an Investment Advisor Representative with Thompson Investment Management, Inc. in Madison, Wisconsin. Colleen has been working in the financial industry since June 2003 and has a Series 65 license. Colleen's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Colleen is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
05/23/2020 - Present
Thompson Investment Management, Inc. (MADISON WI)
IA
Issued 05/23/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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