Matthew Thomas Donaghue

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2015 → 05/2019
  Foresters Financial Services
  New York, NY
• 08/2015 → 05/2019
  Foresters Advisory Services
  New York, NY
• 06/2018 → 06/2019
  Fraternal Field Manager Association
  St. Paul, MN
• 05/2019 → 06/2019
  Foresters Financial Services, Inc.
  San Antonio, TX
• 05/2019 → 06/2019
  Foresters Advisory Services
  San Antonio, TX
• 06/2019 → 01/2023
  Cetera Investment Advisers Llc
  San Antonio, TX
• 06/2019 → 01/2023
  Cetera Investment Services Llc
  St. Cloud, MN
• 01/2023 → Present
  Kestra Investment Services, Llc
  San Antonio, TX
• 01/2023 → Present
  Kestra Advisory Services, Llc
  San Antonio, TX

Previous Registrations

• 2019-06-19 → 2023-01-17
  Cetera Investment Advisers Llc
  San Antonio, TX
• 2015-11-05 → 2019-06-24
  Foresters Advisory Services, Llc
  Edison, NJ
  San Antonio, TX
• 2014-01-30 → 2014-09-03
  Foresters Advisory Services, Llc
  Edison, NJ

Other Businesses

Name: MISSION INSURANCE PLANNERS, LLC DBA AS THE VALERO INSURANCE AGENCY (THE VIA) POSITION: I am a managing member and agent. NATURE: Tax/Accounting/CPA INVESTMENT RELATED: Yes, # OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 01/02/2023 ADDRESS: 601 NW Loop 410, Suite 210A, San Antonio TX 78216, United States DESCRIPTION: As a managing member I am responsible for administering the agency. As an agent I sell fixed life, health, disability, long-term care and annuity products through the agency. Name: INSTRUCTOR OF CLTC POSITION: Instructor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/01/2025 ADDRESS: 23214 Bison Canyon, Sn Antonio TX 78261, United States DESCRIPTION: As an instructor of CLTC, my role is to deliver one or all of the CLTC training courses. Master Class (CE-accredited 16-hour Master Class leads to the CLTC certification); Foundations (4-hour foundations course designed for financial advisors, wealth advisors, estate planners, CPAs and other financial professionals not seeking to be an LTC planning specialist); Product Insider (one-day class offers advisors an impartial and thorough overview of all the LTC insurance products available in the marketplace) Name: MISSION PROACTIVE TAX PLANNING, LLC POSITION: Business Development NATURE: Provide forward planning around tax reduction strategies in coordination with tax attorney INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2026 ADDRESS: 2 Cityplace Drive, Ste 200, Saint Louis MO 63141, United States DESCRIPTION: Interview prospects to data gather information to provide to tax attorney and staff to create tax planning proposal. Conduct tax planning proposal meeting with Tax Attorney or Staff to present tax planning proposal.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-12
• S63 Uniform Securities Agent State Law Examination
  2005-07-25

Designations

• Certified Financial Planner

Other Names

• Matthew Thomas Donaghue
• Matthew Thomas Donaghue