ID
Ian Donaldson
Partner & Co-Founder at Legacy Capital Group | Northwestern Mutual
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Work Experience
Partner & Co-Founder
Oct 2022 - Present · 2 years and 3 months
Aug 2020 - Present · 4 years and 5 months
Financial Advisor
2004 - Present · 21 years
Principal, Wealth Management Advisor | Donaldson Wealth Management
Aug 2020 - Oct 2022 · 2 years and 2 months
Company Details
2-10 Employees
We believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come.
Website
Year Founded
2022
Social Media
Linkedin
Industry
Financial Services
HQ Location
3600 Minnesota Drive
Suite 600
Edina, Minnesota 55435, US
Keywords
Financial PlanningInvestmentsInvestingFinancial AdvisorEstate PlanningCharitable GivingRisk Management SolutionsBusiness PlanningWealth ManagementRetirement Planning
Contact Details
- Email AddressI**@nm.comReveal Email
- Phone Number(xxx)xxx-xxxxReveal Phone
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