Donna Quam
Donna Quam is a CFP-designated registered investment advisor at Quam Wealth Advisory Group LLC, based in Loves Park, IL, with 28 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
Loves Park, IL
Get directionsHistory
Regulatory History (12)
Judgment / Lien
October 2009Judgment / Lien
August 2009Customer Dispute
June 2008Customer Dispute
April 2008Employment Separation After Allegations
April 2008Customer Dispute
April 2008Customer Dispute
February 2008Customer Dispute
February 2008Customer Dispute
February 2008Customer Dispute
February 2008Customer Dispute
June 2005Customer Dispute
July 2004Other Business ActivitiesSells Insurance
Donna is an independent insurance agent representing several companies through Quam Insurance Agency. She offers clients life, disability, long-term care, homeowner's, auto, and Medicare supplement insurance.
Employment History
Current Registrations
Quam Wealth Advisory Group LLC
Previous Registrations
Brewer Investment Advisors LLC
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.