Donna Lynne Mcneely

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 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

• 03/2010 → 06/2018
  Premier America Credit Union
  Chatsworth, CA
• 03/2010 → 06/2018
  Lpl Financial Services
  Charlotte, NC
• 06/2018 → 11/2022
  Kinecta Federal Credit Union
  Manhattan Beach, CA
• 06/2020 → 10/2024
  Lpl Financial Llc
  Manhattan Beach, CA
• 10/2024 → Present
  Ameriprise Financial Services, Llc
  Manhattan Beach, CA
• 11/2022 → Present
  Kinecta Federal Credit Union
  Manhattan Beach, CA

Previous Registrations

• 2020-06-04 → 2024-10-28
  Lpl Financial Llc
  Manhattan Beach, CA
• 2010-03-25 → 2018-06-25
  Lpl Financial Llc
  Simi Valley, CA
  Santa Clarita, CA
  Chatsworth, CA
• 2008-05-19 → 2010-02-16
  Investment Centers Of America, Inc.
  Redondo Beach, CA
  Appleton, WI
  Bismarck, ND
  Redondo Beach, CA
  Cheyenne, WY
  Thachapi, CA

Other Businesses

Independent Insurance Brokering; various; 06/18/2018; Medicare Supplement, Fixed Annuity, Term Life, Long Term Care, Universal Life, Whole Life. Board of Directors; Kinecta Community Foundation Board of Directors; Board Member; 1440 Rosecrans Avenue, Manhattan Beach, CA, 90266; Not Investment-Related; 06/18/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Apollo Insurance Services, Inc. Board of Directors; Board Chair; 1440 Rosecrans Avenue, Manhattan Beach, CA, 90266; Not Investment-Related; 06/18/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Cancer Support Community South Bay Board of Directors; Officer, Vice President Elect; 2601 Airport Drive, Suite 100, Torrance, CA, 90505; Not Investment-Related; 02/21/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Kinecta Financial & Insurance Services, LLC; I serve as president of Kinecta Financial & Insurance Services, LLC, a limited purpose broker/dealer. This allows the wealth management program to also serve clients that are not credit union members. KFIS is the entity contracted with Ameriprise. ; 1440 Rosecrans Avenue, , Manhattan Beach, CA, 90266; Investment-Related; 06/18/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Kinecta Financial Management Company, LLC; I serve as president of Kinecta Financial Mangement Company, LLC (KFMC), a wholly owned subsidiary of Kinecta Federal Credit Union. KFMC is a CUSO and parent company of KFIS. ; 1440 Rosecrans Avenue, , Manhattan Beach, CA, 90266; Not Investment-Related; 06/18/2018; 10 to 19 hours per month; 10 to 19 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-06
• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Other Names

• Donna Mcneely
• Donna Lynne Mcneely
• Donna Lynne Babb
• Donna Lynne Gervig