Ian Donaldson

Partner and Co-Founder

Legacy Capital Group

CFP®
AEP®
CAP®
RICP®
CLU®

CA License: #0I16445

3600 Minnesota Dr Suite 600
Edina, MN 55435

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About my practice

Ian has worked in financial planning at NM since 2004 after graduating with a B. S. in Economics from the University of Minnesota Duluth. He has earned his CFP®, AEP®, CAP®, RICP®, CLU® & ChFC® designations & has in-depth experience working with professionals & those nearing retirement. He is most energized by multi-generational legacy planning when clients engage their family in the process.

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