Nicholas Edward Donaldson

Employer firm

Investment Fiduciary Planners, LLC CRD 287842

$11.8M regulatory AUM

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

• 02/2015 → 02/2017
  Cape Securities, Inc.
  Mcdonough, GA
• 02/2017 → 03/2019
  Gvc Capital Llc
  Greenwood Village, CO
• 02/2017 → Present
  Investment Fiduciary Planners, Llc
  Denver, CO

Previous Registrations

• 2015-02-04 → 2017-02-22
  Cape Investment Advisory, Inc.
  Denver, CO
  Mcdonough, GA
• 2011-11-29 → 2015-02-04
  Park Avenue Securities Llc
  Greenwood Village, CO
• 2011-02-03 → 2011-09-21
  Voya Financial Advisors, Inc.
  Midvale, UT
  Greenwood Village, CO

Other Businesses

1) INDEPENDENT INSURANCE AGENT FOR INNOVATIVE BROKERAGE NETWORK (IBN), LOCATED AT 9859 BIG BEND BLVD, STE. 102, ST. LOUIS, MO 63122 SINCE 2/2015. LIFE INSURANCE AND FIXED PRODUCTS ONLY. 0-4 HRS/WEEK. NOT INVESTMENT-RELATED. 2) Independent mortgage loan officer for Efinity Bank, located at 1360 S Wadsworth Blvd # 207, Lakewood, CO 80232. 0-5 HRS/Week Not Investment Related.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-14

Other Names

• Nicholas Edward Budke
• Nick Edward Donaldson
• Nick Edward Donaldson