Unclaimed Profile

Donna Marie White

FIDUCIENT ADVISORS LLC·CHICAGO, Illinois

SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 23, Series 24, Series 63, Series 65Clean recordFIDUCIENT ADVISORS LLC

500 W MADISON STREET, CHICAGO, IL 60661-4593CRD# 2432232Firm CRD# 106720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donna Marie White · CHICAGO, IL

Registration

CRD #2432232 · FIDUCIENT ADVISORS LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 14

Series 23

Series 24

Series 63

Series 65

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIENT ADVISORS LLC

CRD 106720 · SEC 801-48820

AUM

$55.9B

Regulatory assets under management

Employees

218

1,094 client accounts

Services offered by FIDUCIENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FIDUCIENT ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Donna Marie White offer?

Donna Marie White specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Donna Marie White's credentials?

Donna Marie White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Marie White located?

Donna Marie White is based in CHICAGO, Illinois, working with FIDUCIENT ADVISORS LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Donna Marie White charge for services?

Donna Marie White's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIDUCIENT ADVISORS LLC?

FIDUCIENT ADVISORS LLC has approximately 218 employees and manages $55.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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