Edward Michael Donner

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

• 12/2005 → 02/2017
  Lpl Financial Llc
  Melbourne, FL
• 02/2017 → Present
  Ameriprise Financial Services Llc
  Rockledge, FL

Previous Registrations

• 2005-12-12 → 2017-03-14
  Lpl Financial Llc
  Melbourne, FL
  Melbourne, FL
• 2004-01-05 → 2005-12-12
  Citigroup Global Markets Inc.
  Melbourne, FL
  Melbourne, FL

Other Businesses

Real Estate Ownership; Single Family; 638 w. Osceola Ave, ,; Not Investment-Related; 02/09/2018 / Commercial; 7125 Turner rd Ste 101 Rockledge, FL 32955, ,; Not Investment-Related; 02/28/2018 / CONDO; 1595 HIGHWAY A1A UNIT 302, , SATELLITE BEACH, FL, 32937; Not Investment-Related; 12/01/2020 / Single Family; 3001 e butler ave, , Flagstaff , AZ, 86004; Not Investment-Related; 02/29/2024 / Single Family; 8921 Stinger RD, , Champions Gate, FL, 33896; Not Investment-Related; 12/16/2024. Business Ownership; Donner Holdings LLC; ; legal entity created to managed the Ameriprise Business; 6767 N. Wickham Rd Ste 400 Melbourne, FL 32940, ,; Not Investment-Related; 05/09/2017; 60 hours per month; 60 during trading hours. Board of Directors; Ocean Royale Condominium; Board Member; 1595 Highway A1A, , Satellite Beach, FL, 32937; Not Investment-Related; 02/08/2020; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-22
• S63 Uniform Securities Agent State Law Examination
  1999-01-12

Designations

• Certified Financial Planner

Other Names

• Ed Donner
• Ed Michael Donner