Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donna? Claim Your ProfileDonna Kuhlman has been in the financial services industry since 2007. Donna is a registered representative and investment advisor representative. Donna is currently employed at Cetera Investment Advisers LLC. Donna has experience working at Edward Jones, VOYA FINANCIAL ADVISORS, INC., and AssuredPartners Great Plains, LLC. Donna has a Series 7, Series 66, and Series 65 licenses. Donna also has the SIE exam. She provides financial planning services to individuals, businesses, and charitable organizations. Donna is a member of the Make-A-Wish Foundation.
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.
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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2
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (Colesburg IA)
IA
09/15/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DUBUQUE IA)
IA
09/12/2007 - 05/14/2008
EDWARD JONES (DUBUQUE IA)
IA
Issued 11/9/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/7/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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