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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald K. Rochleau is a financial advisor with The Colony Group, LLC, based in Clayton, Missouri. Donald has been in the financial services industry since 2013, working with clients in both Missouri and Massachusetts. His experience includes working with clients on a variety of financial planning needs, including investment management, retirement planning, and estate planning. Donald is a Certified Financial Planner and holds Series 7, Series 63, and Series 65 licenses. Donald has a strong understanding of the financial markets and a commitment to providing his clients with personalized financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
11/06/2013 - 05/14/2015
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
02/04/2013 - 09/06/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 06/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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