Drew Allen Donohoe

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 06/2017
  Ameritas Investment Corp
  Lincoln, NE
• 07/2014 → Present
  Workplace
  Lewis Center, OH
• 01/2015 → 06/2017
  Ameritas Life Insurance Corp
  Lincoln, NE
• 06/2017 → 06/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2017 → 06/2026
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 06/2026 → Present
  Lpl Financial
  North Canton, OH

Previous Registrations

• 2017-06-26 → 2026-06-24
  Cambridge Investment Research Advisors, Inc.
  St Clairsville, OH
  Worthington, OH
  Lewis Center, OH
• 2007-01-16 → 2017-06-23
  Ameritas Investment Company, Llc
  Westerville, OH
  Lewis Center, OH
  Perrysburg, OH
  Lincoln, NE
• 2004-12-17 → 2007-01-03
  Principal Securities, Inc.
  Dublin, OH
  Dublin, OH

Other Businesses

1. 6/2026 - D Squared Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 135 Hour(s) During Trading - Lewis Center OH 43035 - OBA Start date: 6/17/2026 2. 6/2026 - Donohoe Wealth Advisory Group - Business Entity For Tax/Investment Purposes Only - INV REL - 160 Hour(s)/Month – 135 Hour(s) During Trading - Lewis Center OH 43035 - OBA Start date: 05/15/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-15

Other Names

• Drew Allen Donohoe
• Drew Donohoe