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BD

Bryan E. Donaugh

THE FINANCIAL RESOURCE CENTER
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 6434474
BD

Professional summary

Bryan Eugene Donaugh, who also goes by Bryan Eugene Donaugh, Bryan Donaugh, is a registered financial advisor currently at THE FINANCIAL RESOURCE CENTER located in Carmel, Indiana.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bryan Eugene Donaugh | Bryan Donaugh

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 Bryan Eugene Donaugh'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®
None

Experience

Current

July 29, 2024 - Present

THE FINANCIAL RESOURCE CENTER

Office #1: 9640 Commerce Drive Suite 414, Carmel, IN 46032
RIA
CRD#: 316747
Carmel, IN
Past

November 4, 2021 - July 22, 2024

TRANSAMERICA RETIREMENT ADVISORS, LLC

RIA
CRD#: 107319
Greenfield, IN
Past

November 4, 2021 - July 22, 2024

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

March 25, 2021 - October 27, 2021

CWM, LLC

RIA
CRD#: 155344
Indianapolis, IN
Past

October 9, 2020 - October 26, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
INDIANAPOLIS, IN
Past

February 11, 2020 - October 2, 2020

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
CARMEL, IN
Past

February 11, 2020 - October 2, 2020

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
CARMEL, IN
Past

February 1, 2019 - April 9, 2019

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
INDIANAPOLIS, IN
Past

February 1, 2019 - April 9, 2019

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

January 11, 2016 - January 18, 2019

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
CARMEL, IN
Past

January 11, 2016 - January 18, 2019

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
CARMEL, IN
Past

May 21, 2015 - December 16, 2015

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
FORTVILLE, IN
Past

March 6, 2015 - December 16, 2015

CFD INVESTMENTS, INC.

BD
CRD#: 25427
FORTVILLE, 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".
TF
THE FINANCIAL RESOURCE CENTER
CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC

CRD#: 316747 / SEC#: 801-122673

RIA
Registered Investment Advisory firm - (11/10/2021 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
(7/29/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/13/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/5/2015
General Securities Representative Examination

Current Firm

TF
THE FINANCIAL RESOURCE CENTER
CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC

CRD#: 316747 / SEC#: 801-122673

RIA
Registered Investment Advisory firm - (11/10/2021 Approved)
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Contact information

Main Address
9640 Commerce Drive Suite 414, Carmel, IN 46032
Mailing Address
Phone number
(317) 871-8571
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 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

ADV 2A - FIRM DISCLOSURE BROCHURE (3/15/2025)

Regulatory assets under management

Total Number of Accounts361
AUM (Assets Under Management)$ 407,168,352

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

THE FINANCIAL RESOURCE CENTER

CRD#: 316747Carmel, IN 46032

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