Rachel L. Mcdonough
EVERSOURCE WEALTH ADVISORS
River Falls, WI
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CRD#: 4638011
Professional summary
Rachel Lynn Mcdonough, CFP®, who also goes by Rachel Lynn Gilbertson, Rachel Gilbertson, is a registered financial advisor currently at EVERSOURCE WEALTH ADVISORS, LLC located in River Falls, Wisconsin.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Rachel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Lynn Gilbertson | Rachel Gilbertson
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.
All of Rachel McDonough's outside business activities are conducted from her office address of 8 Dry Run Road, River Falls, WI 54022 unless otherwise stated. (1) Since 2018, Ms. McDonough has been Secretary and Shareholder of A-Z Handyman, Inc., a construction business located at the same address. Her work is restricted to recordkeeping and requires 1 to 9 hours per month, during trading hours. A-Z Handyman, Inc. is not an investment-related business. (2) Since February 2022, Ms. McDonough has been the owner of Wealthfluence, LLC, which offers consulting services for financial advisors, asset managers, trade associations and other financial service related businesses pertaining to Faith-Based Investing, ESG, or Values-Based Investing. This is investment related, and she devotes approximately 10 hours per month to this activity during trading hours. (3) Since July of 2023, Rachel has been an Advisory Board Member with Talanton Impact Fund, located at 11 Old Forest Road, Newton Square, PA 19073. As an Advisory Board Member, Rachel participates in board meetings in a non-governance, advisory-only capacity, advising on potential impact measurement metrics and marketing strategies. This activity is investment-related, and she spends approximately 2 hours per month during trading hours on this activity. (4) Since November 2024, Rachel has served as a volunteer advisory board member with the Eagle Strategic Advisory Board, located at 55 Bailey Avenue, Suite 10, Ft. Worth, TX 76107. In this role, Rachel helps the Board develop its impact investing activities with a focus on ending human trafficking. This activity is investment-related, and she will spend approximately 1 to 2 hours per month during trading hours on this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Lynn Mcdonough'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®
Start date: 2006
Experience
Current
August 6, 2021 - Present
EVERSOURCE WEALTH ADVISORS, LLC
RIA
CRD#: 286340
River Falls, WI
Past
September 12, 2014 - August 10, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Hudson, WI
Past
September 12, 2014 - August 10, 2021
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Hudson, WI
Past
November 2, 2010 - September 15, 2014
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
BLOOMINGTON, MN
Past
August 21, 2009 - September 15, 2014
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
BLOOMINGTON, MN
Past
May 28, 2003 - August 24, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MINNEAPOLIS, MN
Past
April 9, 2003 - August 24, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MINNEAPOLIS, MN
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".
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)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
Texas(8/6/2021)
IAR
Wisconsin(8/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
EW
EVERSOURCE WEALTH ADVISORS, LLC
ABUNDANT LIFE PLANNING | WEALTHSOURCE FINANCIAL ADVISORS, LLC | WEALTHSOURCE FINANCIAL ADVISORS | WEALTH SQUARED | STEWARDLY ADVISORS | REINHOLD FINANCIAL | NEXUS IMPACT ADVISORS | MILLER WEALTH MANAGEMENT | INSIGHT WEALTH | HIGHWAY FINANCIAL NETWORKS | HD INVESTMENT ADVISORS | GRADY FINANCIAL NETWORK | GENEROUS WEALTH ADVISORS | FRANK AND FLANAGAN WEALTH ADVISORS | EVERSOURE WEALTH ADVISORS, LLC | EVERSOURCE WEALTH ADVISORS, LLC | CORNERSTONE 360 ADVISORS | CLARION WEALTH MANAGEMENT PARTNERS | CENTERPOINT STRATEGIES | BRIGHTLIGHT | ALPHA PRINCIPLE
CRD#: 286340 / SEC#: 801-119192
RIA
Registered Investment Advisory firm - (7/29/2020 Approved)Alabama
Registered Investment Advisory firm - (8/11/2020 Terminated)South Carolina
Registered Investment Advisory firm - (8/11/2020 Terminated)Texas
Registered Investment Advisory firm - (8/11/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3500 Colonnade Parkway Suite 150, Birmingham, AL 35243
Mailing Address
Phone number
(205) 982-5515
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,633 |
| AUM (Assets Under Management) | $ 3,954,297,526 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
