Unclaimed Profile

Donna Lynne Thrane

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio

Series 63, Series 65Clean record22 years registeredWELLSPRING FINANCIAL ADVISORS, LLC

5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 4716722Firm CRD# 143112

Profile Verification

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

Identity

Donna Lynne Thrane · CLEVELAND, OH

Registration

CRD #4716722 · WELLSPRING FINANCIAL ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MAI CAPITAL MANAGEMENT, LLC

Oct 2025 – present

CHOREO, LLC

Dec 2018 – Oct 2025

Seven Hills, OH

SHAKER INVESTMENTS

Feb 2004 – Jan 2005

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · February 17, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WELLSPRING FINANCIAL ADVISORS, LLC

CRD 143112 · SEC 801-67630

AUM

$3.6B

Regulatory assets under management

Employees

1,630 client accounts

Services offered by WELLSPRING FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Donna Lynne Thrane offer?

Donna Lynne Thrane specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Donna Lynne Thrane's credentials?

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

Where is Donna Lynne Thrane located?

Donna Lynne Thrane is based in CLEVELAND, Ohio, working with WELLSPRING FINANCIAL ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Donna Lynne Thrane charge for services?

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

How large is WELLSPRING FINANCIAL ADVISORS, LLC?

WELLSPRING FINANCIAL ADVISORS, LLC has approximately 26 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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