Bryan
Donaugh

The Financial Resource Center

CRD#6434474
Investment Advisor
in Carmel, IN

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About this Advisor

Bryan Donaugh is a financial advisor based in Carmel, Indiana, working with The Financial Resource Center. Bryan has previously held positions at One Anchor Financial, Valic Financial Advisors, Inc, American United Life, Oneamerica Securities, Northview Church, Wealthcare Partners LLC, Cwm, LLC Dba Carson Patners, Cetera Advisor Networks, Transamerica Life Insurance Company, Transamerica Investors Securities Corporation, and The Financial Resource Center. Bryan has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Bryan is part of The Financial Resource Center, which operates out of Carmel, Indiana. The firm has 1 office and 5 employees. The firm manages assets totaling $407.2 million. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at The Financial Resource Center includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

9640 Commerce Drive Suite 414
Carmel, IN 46032

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The Financial Resource Center Brokerage Details

Total Assets Under Management

$407,168,352

IN Average: $1,347,246,178
Total Number of Employees

5

IN Average: 46
Total Number of Accounts

361

IN Average: 1,775
Average Account Size

$1,127,890

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Bryan Donaugh Work History

2024 - Present (1 year)

The Financial Resource Center

2021 - 2024 (3 years)

Transamerica Life Insurance Company

2021 - 2024 (3 years)

Transamerica Investors Securities Corporation

2020 - 2020 (< 1 year)

Valic Financial Advisors, Inc

2020 - 2021 (1 year)

Wealthcare Partners LLC

2020 - 2021 (1 year)

Cwm, LLC Dba Carson Patners

2020 - 2021 (1 year)

Cetera Advisor Networks

2019 - 2019 (< 1 year)

American United Life

2019 - 2019 (< 1 year)

Oneamerica Securities

2019 - 2019 (< 1 year)

Northview Church

2016 - 2019 (3 years)

Valic Financial Advisors, Inc

2014 - 2016 (2 years)

One Anchor Financial

Disclosures

Please visit the SEC profile of Bryan Donaugh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Financial Resource Center

Bryan Donaugh
Carmel, IN
Evan Lane
Carmel, IN
Jerry King
Carmel, IN
Carol Lane
Carmel, IN
Kerry Pennington
Mandeville, LA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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