AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PD

Paul A. Donahue

MJ RETIREMENT
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 5207691
PD

Professional summary

Paul Anthony Donahue, AIF®, CFP® is a registered financial advisor currently at MJ RETIREMENT located in Carmel, Indiana.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Paul has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Anthony Donahue'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2007

Experience

Current

February 10, 2020 - Present

MJ RETIREMENT

Office #1: 571 Monon Blvd Suite 400, Carmel, IN 46032
RIA
CRD#: 164328
Carmel, IN
Past

September 14, 2006 - November 14, 2019

VALEO FINANCIAL ADVISORS, LLC

RIA
CRD#: 127132
INDIANAPOLIS, IN

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".
MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 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
Indiana
(2/10/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2006
Uniform Investment Adviser Law Examination

Current Firm

MR
MJ RETIREMENT
MJ RETIREMENT | PROCOURSE FIDUCIARY ADVISORS, LLC | PRAXIS FIDUCIARY ADVISORS, LLC

CRD#: 164328 / SEC#: 801-76741

RIA
Registered Investment Advisory firm - (6/7/2012 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
571 Monon Blvd Suite 400, Carmel, IN 46032
Mailing Address
Phone number
(317) 805-7500
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MJ RETIREMENT DISCLOSURE BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts323
AUM (Assets Under Management)$ 5,071,033,397

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.

Company Information

MJ RETIREMENT

CRD#: 164328Carmel, IN 46032

TRUST BUT VERIFY

Monitor Paul Donahue

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

John Christopher Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
Brian Forrest Cooke
Brian CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
John James Cooke
John CookeAdvisorCheck Check Mark
SANCTUARY ADVISORS, LLC
IAR
RR
Indianapolis, IN
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics