Keith A. Mcdonald
Professional summary
Keith Alan Mcdonald, CFP® is a registered financial advisor currently at MCDONALD CAPITAL MANAGEMENT, INC. located in Columbus, Ohio and BRISKEY FINANCIAL SERVICES, LLC located in Defiance, Ohio.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Keith has worked at 5 firms and has passed the Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keith Alan Mcdonald's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 23, 1999 - Present
MCDONALD CAPITAL MANAGEMENT, INC.
January 13, 2020 - Present
BRISKEY FINANCIAL SERVICES, LLC
September 7, 1990 - May 22, 1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 7, 1990 - May 22, 1992
OSAIC FA, INC.
December 11, 1984 - May 8, 1986
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/23/1999)
(4/22/2015)
(7/5/2016)
Exams
Current Firm
BRISKEY FINANCIAL SERVICES, LLC
CRD#: 143916 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 969 |
| AUM (Assets Under Management) | $ 108,672,348 |
Red Flags
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