Donna D. Morrall

CLEAR WATERS FINANCIAL NETWORK LLC

Palisade, CO

Some features on this profile are disabled

CRD#: 5654663

Professional summary

Donna D'angelo Morrall, CFP®, who also goes by Donna Jean D'angelo, is a registered financial advisor currently at CLEAR WATERS FINANCIAL NETWORK LLC located in Palisade, Colorado.

Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Donna has worked at 4 firms and has passed the Series 63, Series 65 and Series 7 exams.

Biography

Donna is a Certified Financial Planner (TM) professional with 10 years of experience as a financial advisor and investment manager.  As a CFP®, Donna is fiduciary and is obligated and committed to operate in her clients' best interest.  Donna is also a Certified Divorce Financial Analyst (TM) professional.  Donna firmly believes in the importance of a personalized financial plan focusing on your goals and created in the context of your risk profile.  With a destination in mind, your financial GPS can get you on the right path, allow you to re-adjust when necessary, and get to your personal destination.

Question & Answer

What are your service offerings?

Long-term Care

Retirement Planning

Investment Planning

Socially Responsible Investing

Divorce Planning

Budgeting

Insurance Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

College/Education Planning

Divorce Planning

Investment Advice with Ongoing...

Retirement Planning & Distribu...

Socially Responsible Investmen...

Women's Financial Planning Iss...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Donna Jean D'angelo

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.

I am on the Board of Directors and Grants committee for a non-profit, Forever Our Rivers. I do not serve in an investment or financial decision making capacity, however, I provide financial and investment advise to the Board for educational purposes only.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna D'angelo Morrall'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

March 2, 2018 - Present

CLEAR WATERS FINANCIAL NETWORK LLC

RIA

CRD#: 291987

Palisade, CO

Past

September 6, 2010 - February 1, 2012

OSAIC WEALTH, INC.

CRD#: 23131

CINCINNATI, OH

Past

August 20, 2010 - January 19, 2012

SIMPLY MONEY ADVISORS

RIA

CRD#: 106619

CINCINNATI, OH

Past

May 27, 2009 - August 18, 2010

THE ALPINE FINANCIAL GROUP

RIA

CRD#: 119451

CINCINNATI, OH

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

Colorado
(3/2/2018)

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

Series 63

Date: 9/24/2010

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/26/2009

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/3/2010

General Securities Representative Examination

Current Firm

CLEAR WATERS FINANCIAL NETWORK LLC

CLEAR WATERS FINANCIAL NETWORK LLC | CLEAR WATERS FINANCIAL PLANNING LLC

CRD#: 291987 / SEC#:

Colorado

Registered Investment Advisory firm - (3/2/2018 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

Palisade, CO

Mailing Address

Phone number

(970) 234-1937

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 17,266,153

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donna D. Morrall

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna D'angelo Morrall's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR WATERS FINANCIAL NETWORK LLC

OSAIC WEALTH, INC.

SIMPLY MONEY ADVISORS

THE ALPINE FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/24/2010

Series 65

Date: 5/26/2009

Series 7

Date: 9/3/2010

Current Firm

CLEAR WATERS FINANCIAL NETWORK LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR WATERS FINANCIAL NETWORK LLC

TRUST BUT VERIFY

Contact information

Similar Advisors