Michael P. Donnan

AEGIS FINANCIAL

Oshkosh, WI 54902

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CRD#: 4776996

Professional summary

Michael Patrick Donnan is a registered financial advisor currently at AEGIS FINANCIAL located in Oshkosh, Wisconsin.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

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) MVP INSURANCE. 8030 EXCELSIOR DRIVE, SUITE 301. INSURANCE BROKER. INSURANCE SALES. WE USE THE MFOR LTC AND LIFE INSURANCE. 4 HOURS/MO; 3 DURING TRADING HOURS. 2) BOWMAN INSURANCE SERVICES; MEMBER/INSURANCE AGENT; INVESTMENT RELATED: YES; 530 N KOELLER ST, OSHKOSH, WI 54902; PROVIDE ASSET PROTECTION ADVICE INVOLVING INSURANCE; 2021-03-01; HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 1; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Donnan'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®

None

Experience

Current

August 22, 2019 - Present

AEGIS FINANCIAL

Office #1: 530 N Koeller St, Oshkosh, WI 54902

RIA

CRD#: 305030

Oshkosh, WI

Past

October 31, 2019 - December 9, 2020

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

OSHKOSH, WI

Past

November 21, 2014 - October 4, 2019

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

OSHKOSH, WI

Past

November 20, 2014 - October 4, 2019

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

OSHKOSH, WI

Past

February 11, 2011 - November 5, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

APPLETON, WI

Past

January 6, 2011 - November 5, 2014

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

APPLETON, WI

Past

March 28, 2005 - September 25, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

APPLETON, WI

Past

March 28, 2005 - September 25, 2009

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

APPLETON, WI

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".

AEGIS FINANCIAL

AEGIS FINANCIAL | BOWMAN & COMPANY S.C. | ASCEND: POWERED BY AEGIS FINANCIAL | ASCEND

CRD#: 305030 / SEC#: 801-117229

RIA

Registered Investment Advisory firm - (8/21/2019 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.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(8/22/2019)

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 66

Date: 12/23/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/22/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/25/2005

General Securities Representative Examination

Current Firm

AEGIS FINANCIAL

AEGIS FINANCIAL | BOWMAN & COMPANY S.C. | ASCEND: POWERED BY AEGIS FINANCIAL | ASCEND

CRD#: 305030 / SEC#: 801-117229

RIA

Registered Investment Advisory firm - (8/21/2019 Approved)

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Contact information

Main Address

530 N Koeller St, Oshkosh, WI 54902

Mailing Address

Phone number

(920) 233-4650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-AEGIS FINANCIAL (10/2/2025)

Regulatory assets under management

Total Number of Accounts	1,781
AUM (Assets Under Management)	$ 418,956,017

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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Advisor Monitoring

Firm Stability Insights

Michael P. Donnan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Donnan's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

AEGIS FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2004

Series 7TO

Date: 3/22/2024

SIE

Date: 10/1/2018

Series 7

Date: 3/25/2005

Current Firm

AEGIS FINANCIAL

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AEGIS FINANCIAL

TRUST BUT VERIFY

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