Michael Jon Macdonald

Current Employers

Employment History

• 08/1984 → Present
  Trustee - Michael J Macdonald Financial Management
  Danville, CA
• 05/1984 → Present
  Michael J Macdonald Insurance Services
  Danville, CA
• 04/2012 → 03/2017
  United Planners' Financial Services
  Scottsdale, AZ
• 04/2001 → Present
  Michael Macdonald Financial Management, Inc.
  Danville, CA
• 10/2016 → Present
  Estate Of Howard Franklin Haas
  Bellveue, WA
• 02/2024 → Present
  Envision Financial Transparency, Llc
  Greensboro, NC

Previous Registrations

• 2017-03-10 → 2024-03-19
  Michael Macdonald Financial Management, Inc,
  Pleasant Hill, CA
• 2012-04-18 → 2017-03-10
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
  Pleasant Hills, CA
• 2000-01-31 → 2012-04-26
  Osaic Fs, Inc.
  Pleasant Hill, CA
• 1998-02-19 → 2004-10-14
  Independent Advisers Group Corp
  Walnut Creek, CA

Other Businesses

1)MICHAEL J MACDONALD FINANCIAL MANAGEMENT - TRUSTEE - MAINTAIN SELF DIRECTED EMPLOYEE/COMPANY'S PROFIT SHARING PLAN - Danville, CA. - SINCE 08/1984.---12 hours a month/0 hours trading hours 2) Anixter and Oser - AGENT/REP - INSURANCE - Navato, CA. - SINCE 08/2019 -- 6 hours a month/0 hours trading hours 3)ESTATE OF HOWARD FRANKLIN HAAS - Personal Representative\Trustee - Collecting loans, restoring and selling the Condo in Kirkland, Completing and Audit of the Estate, Directing Counsel and accountants in the Estate Tax (Federal and State) as well as Personal Tax returns. Liquidating Release Holding (2) and Placing the Cash in the Trust. Managing Family and estate financial needs. INVESTMENT RELATED - START DATE: 10/31/2016 - ADDRESS: , Bellveue WA --12 hours a month/0 hours trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-16
• S63 Uniform Securities Agent State Law Examination
  1996-05-28

Other Names

• Mike Macdonald