linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

William Joseph Donohue

FIT Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Joseph Donohue

William Joseph Donohue is a financial advisor currently working for FIT Wealth Management in Centennial, CO. William is registered with the state of Colorado and Massachusetts. William has been in the financial services industry for over 20 years and has extensive experience working with individual investors and high-net-worth clients. William specializes in financial planning and portfolio management. William has a Certified Financial Planner designation. William has previously worked for Ivy Distributors, Inc., Waddell & Reed, OppenheimerFunds Distributor, Inc., and Dickinson & Co.. William has also worked as a member of Kalmus View Investors, LLC., which is a rental property business. William has a Series 7, Series 63 and SIE license.

Firm Information

William Donohue is currently registered with FIT Wealth Management. FIT Wealth Management is a registered investment advisor headquartered in Centennial, Colorado. With over $101 million in regulatory assets under management, the firm provides financial planning and portfolio management services to a variety of clients, including individuals, families, and charitable organizations. The firm's team of experienced professionals is committed to helping clients achieve their financial goals.
FIT Wealth Management

6341 S. TROY CIRCLE UNIT E

CENTENNIAL, CO 80111

$101.03M

Assets Under Management

Not reported

Total Clients

3

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

non-discretionary advice to other advisors & institutions

Non-discretionary advice to other advisors & institutions

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Donohue’s Registration & Firm History

CO

08/31/2021 - Present

FIT Wealth Management (CENTENNIAL CO)

KS

04/26/2004 - 04/30/2021

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

KS

04/26/2004 - 04/21/2021

WADDELL & REED (OVERLAND PARK KS)

NY

05/28/1996 - 03/25/2004

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

IA

10/26/1993 - 09/23/1994

DICKINSON & CO. (DES MOINES IA)

Not sure if William Joseph Donohue is right for you?

Licenses & Designations

BC

Issued 10/29/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Joseph Donohue.
Not sure if William Joseph Donohue is right for you?