Donna Mcneely
Donna Mcneely is a registered investment advisor at Ameriprise Financial Services, LLC, based in Redondo Beach, CA, with 26 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
Redondo Beach, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna is an independent insurance broker and serves as president of Kinecta Financial & Insurance Services, LLC and Kinecta Financial Management Company, LLC. She also holds board positions at McNeely, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Investment Centers of America, INC.Broker
Investment Centers of America, INC.
Wescom Financial ServicesBroker
Talbot Financial Services, INC.Broker
Sunamerica Capital Services, INC.Broker
Sunamerica Securities, INC.Broker
Financial Network Investment CorporationBroker
Marketing One Securities, INC.Broker
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.