Mark F. Donahue
FINANCIAL MANAGEMENT NETWORK
Mission Viejo, CA 92691
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CRD#: 1737053
Professional summary
Mark Forrest Donahue, CFP® is a registered financial advisor currently at FINANCIAL MANAGEMENT NETWORK INC located in Mission Viejo, California and FMN CAPITAL CORPORATION located in Mission Viejo, California.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Mark has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Mark Donahue, CFP®, ChFC, CLU
contact hereMark is a Certified Financial Planner™, a Chartered Financial Consultant, & a Chartered Life Underwriter. He has been an Instructor at UC-Irvine's Personal Financial Planning Division, where he taught the Investments course. He has written a personal finance column for a prominent California magazine, has published several articles about securities, and is a frequent public speaker on topics such as investment strategy, retirement planning, and estate planning. As a non-practicing attorney, Mark is a member of the Trust, Estate & Probate Section of the California Bar. He is also a member of the Estates, Trusts, & Probate Law Section of the DC Bar. Mark is also an Honoree of Who’s Who In The West.
Mark graduated summa cum laude from Williams College in 1973. He was selected to Phi Beta Kappa, & chosen as a Lehman Scholar. He received an MBA from the Wharton School of Finance in 1978. Also in 1978, Mark graduated cum laude from the University of Pennsylvania Law School (where he was Editor of the Law Review).
Before starting his financial planning practice, Mr. Donahue was Vice President of Merrill Lynch Capital Markets in New York. He was also a business attorney with several major national law firms. While Mark remains a member of the California, New York, and DC Bar, he keeps his law license inactive & now focuses exclusively on our clients’ financial needs.
Question & Answer
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Mutual Funds
Insurance
Retirement
Long-term Care
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. APPOINTED AGENT OF VARIOUS INSURANCE COMPANIES
CA INSURANCE LICENSE - LIFE/HEALTH/VARIABLE PRODUCTS
CFP/CHFC/CLU/MBA/JD
INACTIVE MEMBER OF THE BAR IN CA/NY/DC
2. FMN CENTERPOINT LLC; OWNS COMMERCIAL REAL ESTATE; MARK DONAHUE OWNS 10% OF FMN CENTERPOINT LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Forrest Donahue's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 15, 1997 - Present
FINANCIAL MANAGEMENT NETWORK INC
Office #1: 26041 Acero, Mission Viejo, CA 92691RIA
CRD#: 110454
Mission Viejo, CA
Current
July 29, 1997 - Present
FMN CAPITAL CORPORATION
Office #1: 26041 Acero, Mission Viejo, CA 92691Office #2: 26041 Acero, Mission Viejo, CA 92691BD
CRD#: 38105
Mission Viejo, CA
Past
January 21, 1994 - July 7, 1997
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
Past
October 18, 1988 - January 9, 1990
NEIL LUBARSKY AND CO., INC.
BD
CRD#: 15736
WHITE PLAINS, NY
Past
October 20, 1987 - February 23, 1988
BLUESTONE CAPITAL CORP.
BD
CRD#: 13516
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
Registered Investment Advisory firm - (12/31/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/9/2021)
RR
California(7/29/1997)
IAR
California(12/15/1997)
RR
Idaho(6/9/2015)
RR
Massachusetts(10/16/2024)
RR
Nevada(7/6/2021)
RR
North Carolina(1/2/2018)
RR
Ohio(6/20/2008)
RR
Virginia(7/21/2008)
RR
Wisconsin(4/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
FM
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC | FINANCIAL MANAGEMENT NETWORK INC.
CRD#: 110454 / SEC#: 801-40473
RIA
Registered Investment Advisory firm - (12/31/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
26041 Acero, Mission Viejo, CA 92691
Mailing Address
Phone number
(949) 455-0300
Established
Firm type
Fiscal year end
# of Employees
49
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,200 |
| AUM (Assets Under Management) | $ 1,796,671,361 |
Red Flags
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Company Information
FINANCIAL MANAGEMENT NETWORK INC
CRD#: 110454Mission Viejo, CA 92691TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
