Terence A. Donahe

SPRINGWATER WEALTH MANAGEMENT

Lake Oswego, OR 97035

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CRD#: 1845426

Professional summary

Terence Anthony Donahe, CFP®, ChFC®, CLU®, who also goes by Terry Donahe, is a registered financial advisor currently at SPRINGWATER WEALTH MANAGEMENT, LLC located in Lake Oswego, Oregon.

Terence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Terence has worked at 9 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terry Donahe

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.

CASCADE WEALTH MANAGMENT, INVESTMENT RELATED, 4248 GALEWOOD STREET, LAKE OSWEGO, OR 97035, FINANCIAL PLANNING AND INVESTMENT ADVICE, MANAGING MEMBER, 12/2002, 100-120 HOURS PER MONTH, PROVIDE FINANCIAL PLANNING AND INVESTMENT ADVICE TO INDIVIDUALS, COUPLES, FAMILIES, SMALL BUSINESSES, AND TRUSTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Anthony Donahe's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2006

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

June 4, 2013 - Present

SPRINGWATER WEALTH MANAGEMENT, LLC

Office #1: 5335 Meadows Road Suite 240, Lake Oswego, OR 97035

RIA

CRD#: 167539

Lake Oswego, OR

Past

July 13, 2009 - July 31, 2012

SKYLINE FINANCIAL NORTHWEST

RIA

CRD#: 146844

LAKE OSWEGO, OR

Past

June 10, 2009 - December 10, 2013

CASCADE WEALTH MANAGEMENT, LLC

RIA

CRD#: 150620

PORTLAND, OR

Past

March 30, 2006 - October 17, 2006

BENIVEST, INC.

RIA

CRD#: 121162

SAN FRANCISCO, CA

Past

June 16, 2003 - April 8, 2005

ASSOCIATED SECURITIES CORP.

RIA

CRD#: 12969

LAKE OSWEGO, OR

Past

April 22, 2002 - April 8, 2005

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

RIA

CRD#: 104790

LAKE OSWEGO, OR

Past

April 11, 2002 - April 8, 2005

ASSOCIATED SECURITIES CORP.

CRD#: 12969

BOSTON, MA

Past

March 8, 2001 - February 13, 2002

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

March 23, 1994 - February 27, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

February 20, 1992 - February 4, 1994

LUTHERAN BROTHERHOOD SECURITIES CORP.

CRD#: 4205

MINNEAPOLIS, MN

Past

June 28, 1988 - February 13, 1992

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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".

SPRINGWATER WEALTH MANAGEMENT, LLC

CRD#: 167539 / SEC#: 801-79766

RIA

Registered Investment Advisory firm - (6/6/2014 Approved)

California

Registered Investment Advisory firm - (9/13/2014 Terminated)

Oregon

Registered Investment Advisory firm - (8/14/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

California
(6/19/2013)

IAR

Oregon
(6/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/29/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/9/1998

General Securities Principal Examination

Current Firm

SPRINGWATER WEALTH MANAGEMENT, LLC

CRD#: 167539 / SEC#: 801-79766

RIA

Registered Investment Advisory firm - (6/6/2014 Approved)

California

Registered Investment Advisory firm - (9/13/2014 Terminated)

Oregon

Registered Investment Advisory firm - (8/14/2014 Terminated)

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Contact information

Main Address

5335 Meadows Road Suite 240, Lake Oswego, OR 97035

Mailing Address

Phone number

(888) 998-4796

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SWM - ADV 2A BROCHURE - AUGUST 2023 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	404
AUM (Assets Under Management)	$ 169,273,490

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Terence A. Donahe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terence Anthony Donahe's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYLINE FINANCIAL NORTHWEST

CASCADE WEALTH MANAGEMENT, LLC

BENIVEST, INC.

ASSOCIATED SECURITIES CORP.

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

ASSOCIATED SECURITIES CORP.

SECURIAN FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

LUTHERAN BROTHERHOOD SECURITIES CORP.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

SPRINGWATER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/1999

Series 63

Date: 6/29/1988

Series 7

Date: 6/18/1988

Series 24

Date: 3/9/1998

Current Firm

SPRINGWATER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SPRINGWATER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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