Mark David Donaldson

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 10/2020 → 02/2022
  Wadsworth Financial Consulting, Llc
  Severna Park, MD
• 03/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2018 → 09/2020
  Assured Futures
  Cheltenham, Gloucestershire
• 05/2014 → 02/2018
  Johnson Fleming
  Bromsgrove, Worcestershire
• 03/2022 → 08/2026
  Wadsworth Financial Consulting, Llc
  Annapolis, MD
• 10/2020 → Present
  Madison Avenue Securities
  San Diego, CA
• 08/2026 → Present
  Wadsworth Wealth Advisor
  Annapolis, MD

Other Businesses

1.) Wadsworth Financial Consulting, LLC; Yes Investment Related; 65 Old Solomons Island Rd, Ste 108, Annapolis, MD, 21401; Insurance Sales; Financial Advisor; 09/2020; Approx.160hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Insurance Sales and Services. 2.) AE Wealth Management; Investment Related: Yes; Address: Topeka, Kansas; Nature of the Business: Investment Advice: Position: Investment Advisor Representative; Hours Per Week: 40 Hours; Start Date: 03/2022 3.) Madison Avenue Securities; Yes Investment Related; 13500 Evening Creek Dr N, #555 San Diego, CA 92128; Broker Dealer; Registered Representative; 10/27/2002; Approx. 20hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Registered Rep.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-19
• S65 Uniform Investment Adviser Law Examination
  2022-02-07