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Daniel W Mcdonald

PEACE OF MIND PLANNING LLC·VANCOUVER, Washington
SIE, Series 6Clean recordPEACE OF MIND PLANNING LLC
13215 SE MILL PLAIN BLVD, VANCOUVER, WA 98684CRD# 6995175Firm CRD# 307997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel W Mcdonald · VANCOUVER, WA
Registration
CRD #6995175 · PEACE OF MIND PLANNING LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ADVISOR SHARE WEALTH MANAGEMENT, LLC
CRD 307997 · SEC 801-127122
AUM
$48M
Regulatory assets under management
Employees
24
207 client accounts
Services offered by ADVISOR SHARE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ADVISOR SHARE WEALTH MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Daniel W Mcdonald offer?
Daniel W Mcdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VANCOUVER, Washington for a consultation.
What are Daniel W Mcdonald's credentials?
Daniel W Mcdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel W Mcdonald located?
Daniel W Mcdonald is based in VANCOUVER, Washington, working with PEACE OF MIND PLANNING LLC. Their office serves clients in the VANCOUVER metropolitan area and surrounding communities.
How does Daniel W Mcdonald charge for services?
Daniel W Mcdonald's firm is compensated through percentage of aum, hourly charges, subscription fees, other: investment platform fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEACE OF MIND PLANNING LLC?
PEACE OF MIND PLANNING LLC has approximately 24 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEACE OF MIND PLANNING LLC

Blair Bruce Schadler
VANCOUVER, WA

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