Brian C. Donne

VANTAGE WEALTH MANAGEMENT LLC

Corvallis, OR 97333

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CRD#: 5067947

Professional summary

Brian Clay Donne, who also goes by Brian C Donne, Brian Donne, is a registered financial advisor currently at VANTAGE WEALTH MANAGEMENT LLC located in Corvallis, Oregon.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian C Donne | Brian Donne

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.

Calvary Corvallis ^ Investment-Related ^ 2125 NW Lester Ave, Corvallis, OR 97330 ^ Non-profit/Church ^ Board Member ^ started in 2013 ^ 5 hours/month during market hours ^ 5 hours/month outside of market hours ^ I am a board member for the church's board of directors helping oversee the budget and participate in monthly board meetings; D4 Properties, LLC ^ Investment-Related ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Owner ^ started in 2016 ^ 0 hours/month during market hours ^ 15 hours/month outside of market hours ^ I own and operate the LLC which owns multi-family investment properties; D4 Properties, LLC ^ Investment-Related: Yes ^ PO Box 781, Corvallis, OR 97339 ^ investment properties ^ Member ^ 04/08/2019^ 0 hours/month during market hours ^ 5 hours/month outside of market hours ^ I own and plan to develop into multi-family real estate;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Clay Donne'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®

None

Experience

Current

January 31, 2023 - Present

VANTAGE WEALTH MANAGEMENT LLC

Office #1: 545 2nd Street, Suite D, Corvallis, OR 97333

RIA

CRD#: 324413

Corvallis, OR

Past

December 1, 2006 - July 27, 2007

COUNTRY TRUST BANK

RIA

CRD#: 109487

CORVALLIS, OR

Past

December 7, 2005 - January 19, 2023

COUNTRY CAPITAL MANAGEMENT COMPANY

CRD#: 12060

Corvallis, OR

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

Oregon
(1/31/2023)

IAR

Washington
(12/12/2024)

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: 1/17/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/6/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VANTAGE WEALTH MANAGEMENT LLC

CRD#: 324413 / SEC#:

Oregon

Registered Investment Advisory firm - (1/31/2023 Approved)

Washington

Registered Investment Advisory firm - (12/12/2024 Approved)

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Contact information

Main Address

545 2nd Street, Suite D, Corvallis, OR 97333

Mailing Address

Phone number

(541) 714-5221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	311
AUM (Assets Under Management)	$ 48,580,600

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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Brian C. Donne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Clay Donne's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANTAGE WEALTH MANAGEMENT LLC

COUNTRY TRUST BANK

COUNTRY CAPITAL MANAGEMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 1/17/2023

Series 63

Date: 3/6/2006

SIE

Date: 10/1/2018

Series 6

Date: 12/6/2005

Current Firm

VANTAGE WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VANTAGE WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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