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3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-06 |
| WI | RA | APPROVED | 2021-08-06 |
Branch Locations
River Falls, WI • United States
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Prague | MN | 09/2014 | 08/2021 |
| Eversource Wealth Advisors, Llc | River Falls | WI | 08/2021 | Present |
All of Rachel McDonough's outside business activities are conducted from her office address of 8 Dry Run Road, River Falls, WI 54022 unless otherwise stated. (1) Since 2018, Ms. McDonough has been Secretary and Shareholder of A-Z Handyman, Inc., a construction business located at the same address. Her work is restricted to recordkeeping and requires 1 to 9 hours per month, during trading hours. A-Z Handyman, Inc. is not an investment-related business. (2) Since February 2022, Ms. McDonough has been the owner of Wealthfluence, LLC, which offers consulting services for financial advisors, asset managers, trade associations and other financial service related businesses pertaining to Faith-Based Investing, ESG, or Values-Based Investing. This is investment related, and she devotes approximately 10 hours per month to this activity during trading hours. (3) Since July of 2023, Rachel has been an Advisory Board Member with Talanton Impact Fund, located at 11 Old Forest Road, Newton Square, PA 19073. As an Advisory Board Member, Rachel participates in board meetings in a non-governance, advisory-only capacity, advising on potential impact measurement metrics and marketing strategies. This activity is investment-related, and she spends approximately 2 hours per month during trading hours on this activity. (4) Since November 2024, Rachel has served as a volunteer advisory board member with the Eagle Strategic Advisory Board, located at 55 Bailey Avenue, Suite 10, Ft. Worth, TX 76107. In this role, Rachel helps the Board develop its impact investing activities with a focus on ending human trafficking. This activity is investment-related, and she will spend approximately 1 to 2 hours per month during trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-16 |
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