My Mission


As an advisor with Northwestern Mutual Wealth Management Company, Ian and his team are driven to positively impact people's lives – even beyond finances.  They strive to develop meaningful relationships by taking the time to understand what is truly important to their clients. Looking at their client's world through the lens of comprehensive planning, they provide creative solutions to optimize the resources available in the ever-changing market.  Their ultimate mission is to provide their clients with confidence in their financial security - today and in the future!


Our team works to ensure the vision you set forth for your future and your family will become a reality


Donaldson Team

Ian Scott Donaldson, CFP®, CLU®, ChFC®

Wealth Management Advisor


Home is where the greatest moments are shared and where the most valuable and meaningful memories are made. But sometimes, life happens. From technology and social media to work-life imbalance to competing schedules, families can struggle to be present and connect on a more personal level at home.

This fall, Northwestern Mutual wants families to find that connection at home again. Parents can submit a video or photo of their kid's ultimate home experience inspiration — the bigger, the more out-of-the-box, and the more imaginative the ideas, the better — and we may just ring your doorbell to make your dream a reality!

To enter:  Join the conversation on social and enter to win with #IfItWasUpToMyKid! 

Learn more and submit your entry here now.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck