Michael Paul Donnan

Current Employers

Employment History

• 05/2022 → 05/2025
  Osaic Wealth, Inc.
  West Des Moines, IA
• 08/2018 → 05/2021
  University Of Northern Iowa
  Cedar Falls, IA
• 05/2017 → 08/2017
  Clickstop Inc
  Urbana, IA
• 08/2014 → 05/2018
  Solon High School
  Solon, IA
• 04/2021 → 07/2022
  Financial Planning Association Of Eastern Iowa
  Cedar Falls, IA
• 06/2025 → Present
  Johnson Wealth & Income Management
  Humboldt, IA
• 07/2025 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL
• 05/2019 → 08/2019
  Bosh Financial
  Cedar Rapids, IA

Previous Registrations

• 2024-10-15 → 2025-06-03
  Osaic Wealth, Inc.
  West Des Moines, IA

Other Businesses

1. Trustworthy Financial, LLC - Fixed Insurance Sales - 06/2025 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 12 3rd Street N., Humboldt, IA 50548. This will encompass approximately 30% of business hours. 2. Johnson Wealth & Income Management - Client Service Advisor - 06/2025 - present - Investment Related- Servicing of clients for investment advisory services - 12 3rd Street N., Humboldt, IA 50548. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 06/2025 - present - Investment Related - 12 3rd Street N., Humboldt, IA 50548. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours. 4. Donnan Financial Services, LLC - 05/2022 - Present - Investment related - 2508 46th Street, Des Moines, IA 50310. Provide individuals and families with financial resources/services. This will not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-12

Other Names

• Michael Donnan