Donna A Krohn

Employer firm

Retirement Wealth Advisors, LLC CRD 300419

1 advisory clients

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

• 11/2018 → 01/2020
  Retirement Wealth Advisors, Llc
  Cape Coral, FL
• 03/2013 → Present
  Holistic Financial Group
  Savannah, GA
• 01/2020 → Present
  Retirement Wealth Advisors, Llc
  Cape Coral, FL

Other Businesses

Yes - Holistic Financial Group - Support staff to financial advisors, educational platform - 15 hours Yes - DJ Strong Property Management - Vacation rental management - 2 hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-19

Designations

• Certified Financial Planner