Mark
Donaldson
Providence Financial Advisors, LLC
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About this Advisor
Mark Donaldson is a financial advisor based in Leawood, Kansas, working with Providence Financial Advisors, LLC. Mark has previously held positions at Donaldson Compliance Consulting, LLC and Providence Financial Advisors, LLC. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, Mark is part of Providence Financial Advisors, LLC, which operates out of Leawood, Kansas. The firm has 3 employees and manages assets totaling $412.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Providence Financial Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Providence Financial Advisors, LLC Brokerage Details
$412,180,675
3
360
$1,144,946
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
Mark Donaldson Work History
Donaldson Compliance Consulting, LLC
Providence Financial Advisors, LLC
Disclosures
Please visit the SEC profile of Mark Donaldson 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 Providence Financial Advisors, LLC
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
