Donna Feuerherdt
Donna Feuerherdt is a ChFC-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4900 Meadows Road, Suite 100, Lake Oswego, OR, 97035
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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 contractor as a financial advisor for Metis Wealth Advisory Group since 2017, dedicating about half of her time to this role. She also has an appointment with MassMutual to sell direct life insurance, but spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Metis Wealth Advisory Group
State Farm Vp Management CORP.Broker
ICMA Retirement CORP
Icma-Rc Services, LLCBroker
Wachovia Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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