Nicholas E. Donaldson
Professional summary
Nicholas Edward Donaldson, who also goes by Nicholas Edward Budke, Nick Edward Donaldson, is a registered financial advisor currently at INVESTMENT FIDUCIARY PLANNERS, LLC located in Denver, Colorado.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nicholas has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Edward Donaldson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2017 - Present
INVESTMENT FIDUCIARY PLANNERS, LLC
Office #1: 250 Fillmore St Suite 150, Denver, CO 80206February 1, 2017 - April 1, 2019
GVC CAPITAL LLC
February 4, 2015 - February 22, 2017
CAPE INVESTMENT ADVISORY, INC.
February 3, 2015 - February 22, 2017
CAPE SECURITIES INC.
November 29, 2011 - February 4, 2015
PARK AVENUE SECURITIES LLC
November 8, 2011 - February 4, 2015
PARK AVENUE SECURITIES LLC
February 3, 2011 - September 21, 2011
VOYA FINANCIAL ADVISORS, INC.
July 28, 2009 - September 21, 2011
VOYA FINANCIAL ADVISORS, INC.
August 23, 2007 - July 23, 2009
TRANSAMERICA CAPITAL, LLC
June 29, 2006 - August 22, 2007
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/2/2017)
Exams
Current Firm
INVESTMENT FIDUCIARY PLANNERS, LLC
CRD#: 287842 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 188 |
| AUM (Assets Under Management) | $ 12,022,890 |
Red Flags
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