Ian Donaldson

Ian Scott Donaldson

Wealth Management Advisor

  • CFP®
  • CLU®
  • ChFC®
  • RICP®
FINRA BrokerCheck
  • CA License: #0I16445

3600 Minnesota Dr Suite 600,
Edina, MN 55435
952-806-9638 Visit my website

About my practice

We are a values driven firm that helps our clients clarify goals and align actions to have their best possible future. We encourage, motivate and educate by listening to what our clients really want, and asking questions to uncover blind spots. We are excited to impact communities and families through working with highly engaged, successfully minded individuals.

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