Kenneth Laird Macdonald

Employer firm

Panorama Wealth Advisors CRD 324199

$134M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2004 → 08/2020
  Sigma Financial Corporation
  Ann Arbor, MI
• 08/2020 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 08/2020 → 03/2023
  Infinium Investment Advisors Dba Macdonald Financial Services.
  Denver, CO
• 03/2023 → Present
  Panorama Wealth Advisors Dba Macdonald Financial Serivces
  Greenwood Village, CO

Previous Registrations

• 2020-08-12 → 2023-12-31
  Infinium Investment Advisors, Llc
  Denver, CO
  Denver, CO
• 2006-04-07 → 2020-08-11
  Spc
  Ann Arbor, MI
  Denver, CO

Other Businesses

1) Panorama Wealth Advisors dba MacDonald Financial Services. Investment Related. At Registered Location. RIA. Managing Partner/ Advisor. Start Date: 03/2023. 160 hrs/ month; all during trading hours. Financial Planning for Clients, Managing Investments on a discretionary basis 2) MacDonald Financial Services, Inc. Investment Related. At Registered Location. Fixed / Traditional Insurance. Agent. Start Date: 08/01/2020. 5 hrs/ month; none during trading hours. Provide insurance advice based on the needs of client(s).

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-09
• S63 Uniform Securities Agent State Law Examination
  2003-06-03

Other Names

• Kenneth L Macdonald
• Kenneth L Macdonald
• Kenneth L Macdonald