AdvisorOS Directory
Claim Profile
DK

Donna N Kornblau

FINANCIAL DESIGN & MANAGEMENT, INC.·FORT COLLINS, Colorado
Unclaimed Profile
4645 ZIEGLER ROAD, FORT COLLINS, CO 80528CRD# 4994901Firm CRD# 113387
01

About

Donna N Kornblau is a registered financial advisor based in FORT COLLINS, Colorado, affiliated with FINANCIAL DESIGN & MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL DESIGN & MANAGEMENT, INC.
FINANCIAL DESIGN & MANAGEMENT, INC.
AUM
$205M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FINANCIAL DESIGN & MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: RETAINER
Regulatory
SEC/IARD CRD# 4994901
Firm CRD# 113387
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FORT COLLINS?

Browse all registered financial advisors in FORT COLLINS, Colorado or claim this profile if it's yours.

Browse FORT COLLINS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Donna N Kornblau offer?
Donna N Kornblau specializes in Financial Planning, Investment Management. Contact their office in FORT COLLINS, Colorado for a consultation.
What are Donna N Kornblau's credentials?
Donna N Kornblau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna N Kornblau located?
Donna N Kornblau is based in FORT COLLINS, Colorado, working with FINANCIAL DESIGN & MANAGEMENT, INC.. Their office serves clients in the FORT COLLINS metropolitan area and surrounding communities.
How does Donna N Kornblau charge for services?
Donna N Kornblau's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL DESIGN & MANAGEMENT, INC.?
FINANCIAL DESIGN & MANAGEMENT, INC. has approximately 7 employees and manages $205M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in FORT COLLINS
David Anthony Mascio — DELLA PAROLA CAPITAL MANAGEMENT, LLCJames Patrick Cosner — COSNER FINANCIAL GROUP, LLCRyan Patrick Cosner — COSNER FINANCIAL GROUP, LLCAustin Gene Kelly — COSNER FINANCIAL GROUP, LLCShawn William Dunnigan — DELLA PAROLA CAPITAL RESEARCH, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile