Donny Walberg is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Lake Oswego, OR, with 22 years of industry experience. Donny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
333 S State St, Lake Oswego, OR, 97034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.Broker
State Registrations1 state
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