Tara
Mcdonald

Moloney Securities Asset Management LLC

CRD#5850910
Investment Advisor
in Winterset, IA

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About this Advisor

Tara Mcdonald is a certified financial planner based in Winterset, Iowa, with a total of 1 year of relevant experience. Mcdonald is currently employed by Moloney Securities Asset Management LLC. During their career, the advisor has held roles at Fareway Bakery and Moloney Securities Co., Inc. Mcdonald maintains a Series 63 license, qualifying them as a securities representative, and can operate in Iowa. Moloney Securities Asset Management LLC is a registered investment firm based out of Ballwin, MO. The firm has offices in 45 locations and a total of 84 advisors. It oversees $1 billion in total assets across its 4,025 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 4,025 client accounts, just 12% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Moloney Securities Asset Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services usually are based on the type of financial services offered. However, fee types charged by Moloney Securities Asset Management LLC most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

56 Court Street
Winterset, IA 50273

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Moloney Securities Asset Management LLC Brokerage Details

Total Assets Under Management

$1,016,723,850

IA Average: $11,469,110,461
Total Number of Employees

84

IA Average: 458
Total Number of Accounts

4,025

IA Average: 33,415
Average Account Size

$252,602

IA Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tara Mcdonald Work History

Tara has been registered as a financial advisor for 1 years.*

2012 - Present (12 years)

Moloney Securities Co., Inc

2012 - 2013 (1 year)

Fareway Bakery

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tara Mcdonald 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 Moloney Securities Asset Management LLC

Jin Wang
Ballwin, MO
Edward Prince
Ballwin, MO
Joel Duggan
Ballwin, MO
Robert Kersey
Gig Harbor, WA
Andrew Feyerabend
Ballwin, MO
Adam Maher
Ballwin, MO
Curtis Lund
Ballwin, MO
Robert Gustafson
Epping, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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