Steven G. Mcdonough

WEST STATE WEALTH MANAGEMENT GROUP

DUBUQUE, IA 52003

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CRD#: 6752285

Professional summary

Steven Glenn Mcdonough, who also goes by Steven G Mcdonough, Steven Mcdonough, is a registered financial advisor currently at WEST STATE WEALTH MANAGEMENT GROUP, LLC located in Dubuque, Iowa.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Steven has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Steven G Mcdonough | Steven Mcdonough

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 Steven Glenn Mcdonough'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

June 24, 2026 - Present

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Office #1: 6601 Boulder Brook Court, Dubuque, IA 52003

RIA

CRD#: 342692

DUBUQUE, IA

Past

February 23, 2025 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Dubuque, IA

Past

February 21, 2025 - June 30, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Dubuque, IA

Past

January 19, 2024 - February 21, 2025

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

RIA

CRD#: 116407

DUBUQUE, IA

Past

September 30, 2020 - January 17, 2024

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DUBUQUE, IA

Past

May 14, 2019 - January 17, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Dubuque, IA

Past

May 14, 2019 - September 30, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

DUBUQUE, IA

Past

January 28, 2019 - April 30, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Davenport, IA

Past

October 15, 2018 - April 30, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Davenport, IA

Past

February 24, 2017 - May 22, 2018

CHOREO, LLC

RIA

CRD#: 111221

DAVENPORT, IA

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

Iowa
(6/24/2026)

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: 10/29/2018

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/24/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2018

General Securities Representative Examination

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

CRD#: 342692 / SEC#: 801-136461

RIA

Registered Investment Advisory firm - (6/10/2026 120-Day Approval)

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Contact information

Main Address

7 West State Street Suite 100, Sharon, PA 16146

Mailing Address

Phone number

(971) 371-3450

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A DISCLOSURE BROCHURE - WEST STATE WEALTH MANAGEMENT GROUP, LLC (5/11/2026)

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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Advisor Monitoring

Firm Stability Insights

Steven G. Mcdonough

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Glenn Mcdonough's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

AVANTAX INVESTMENT SERVICES, INC.

AVANTAX PLANNING PARTNERS, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

CHOREO, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/29/2018

Series 65

Date: 2/24/2017

SIE

Date: 10/16/2018

Series 7

Date: 10/15/2018

Current Firm

WEST STATE WEALTH MANAGEMENT GROUP, LLC

Contact information

Documents

Part 2 Brochures

Red Flags

Company Information

WEST STATE WEALTH MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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