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Donna N Kornblau

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donna N Kornblau · FORT COLLINS, CO
Registration
CRD #4994901 · FINANCIAL DESIGN & MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at FINANCIAL DESIGN & MANAGEMENT, INC.

Mark Lewis Kornblau
FORT COLLINS, CO

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