Donna M. Quam

QUAM WEALTH ADVISORY GROUP LLC

Loves Park, IL

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CRD#: 2263154

Professional summary

Donna Marie Quam, CFP®, who also goes by Donna Marie Leggero, is a registered financial advisor currently at QUAM WEALTH ADVISORY GROUP LLC located in Loves Park, Illinois.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Donna has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donna Marie Leggero

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.

INSURANCE AGENT - I WILL INCORPORATE MY INSURANCE BUSINESS HAND IN HAND WITH MY INVESTMENT ADVISORY BUSINESS. QUAM INSURANCE AGENCY, 12271 AYRSHIRE LANE, LOVES PARK, IL 61111. I AM AN INDEPENDANT AGENT REPRESENTING SEVERAL INSURANCE COMPANIES TO OFFER MY CLIENTS LIFE, DISABILITY, LONG TERM CARE, HOME OWNERS, AUTO AND MEDICARE SUPPLEMENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Quam'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®

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

January 26, 2011 - Present

QUAM WEALTH ADVISORY GROUP LLC

RIA

CRD#: 155903

Loves Park, IL

Past

May 23, 2008 - November 5, 2010

BREWER INVESTMENT ADVISORS LLC

RIA

CRD#: 134631

CHICAGO, IL

Past

April 22, 2008 - November 5, 2010

BREWER FINANCIAL SERVICES, LLC

CRD#: 132558

LOVE PARK, IL

Past

December 4, 1997 - April 23, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ROCKFORD, IL

Past

April 15, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 15, 1993 - April 23, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ROCKFORD, IL

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

Illinois
(1/26/2011)

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: 4/28/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/16/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/1993

General Securities Representative Examination

Current Firm

QUAM WEALTH ADVISORY GROUP LLC

CRD#: 155903 / SEC#:

Illinois

Registered Investment Advisory firm - (1/26/2011 Approved)

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Contact information

Main Address

Loves Park, IL

Mailing Address

Phone number

(815) 885-4929

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 6,000,000

Red Flags

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

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Donna M. Quam

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Marie Quam's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUAM WEALTH ADVISORY GROUP LLC

BREWER INVESTMENT ADVISORS LLC

BREWER FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/1998

Series 63

Date: 10/16/1992

Series 7

Date: 4/14/1993

Current Firm

QUAM WEALTH ADVISORY GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUAM WEALTH ADVISORY GROUP LLC

TRUST BUT VERIFY

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