Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Donaldson is a financial professional with over 18 years of experience in the financial services industry. Ian is a Registered Representative of Northwestern Mutual Investment Services, LLC and is also a Registered Investment Advisor in Minnesota. Ian Donaldson is associated with Northwestern Mutual Investment Services, LLC which has offices in Edina, Minnesota and is a broker-dealer, registered investment adviser and member of FINRA and SIPC. Ian Donaldson specializes in providing investment advice and financial planning services to individuals, families and businesses. The information and opinions provided are for informational purposes only and should not be construed as investment 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.
Investment research; referrals to other advisers
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.
Referral fees
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2
MN
01/17/2014 - Present
Northwestern Mutual Investment Services, LLC (Edina MN)
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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