Michael G. Donahoe
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michael Girard Donahoe, CFP® was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2006. Michael had worked at 3 firms and has passed the Series 65 exam.
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2008
Experience
November 6, 2012 - December 31, 2023
HARVEST ASSET GROUP, LLC
June 22, 2007 - January 2, 2013
ON COURSE FINANCIAL GROUP, LLC
March 14, 2006 - December 28, 2007
DONAHOE FINANCIAL PLANNING
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
HARVEST ASSET GROUP, LLC
CRD#: 165216 / SEC#: 801-124896
Contact information
Regulatory assets under management
| Total Number of Accounts | 311 |
| AUM (Assets Under Management) | $ 107,250,131 |
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.
