Brian Clay Donne

Employer firm

Vantage Wealth Management LLC CRD 324413

$62.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• ADVISORY CONSULTING

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

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

Current Employers

Employment History

• 02/2003 → 01/2023
  Country Insurance & Financial Services
  Beaverton, OR
• 10/2006 → 12/2022
  Brian Donne Insurance Agency Llc
  Corvallis, OR
• 12/2022 → Present
  Vantage Wealth Management Llc
  Corvallis, OR
• 01/2023 → Present
  Vantage Wealth Management Llc
  Corvallis, OR

Previous Registrations

• 2006-12-01 → 2007-07-27
  Country Trust Bank
  Corvallis, OR
  Corvallis, OR
  Beaverton, OR

Other Businesses

Calvary Corvallis ^ Investment-Related ^ 2125 NW Lester Ave, Corvallis, OR 97330 ^ Non-profit/Church ^ Board Member ^ started in 2013 ^ 5 hours/month during market hours ^ 5 hours/month outside of market hours ^ I am a board member for the church's board of directors helping oversee the budget and participate in monthly board meetings; D4 Properties, LLC ^ Investment-Related ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Owner ^ started in 2016 ^ 0 hours/month during market hours ^ 15 hours/month outside of market hours ^ I own and operate the LLC which owns multi-family investment properties; D4 Properties, LLC ^ Investment-Related: Yes ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Member ^ 04/08/2019^ 0 hours/month during market hours ^ 5 hours/month outside of market hours ^ I own and plan to develop into multi-family real estate;

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-17
• S63 Uniform Securities Agent State Law Examination
  2006-03-06

Other Names

• Brian C Donne
• Brian Donne