Professional

Ian has worked in the financial planning industry since 2004 and has had the privileged of representing Northwestern Mutual since the beginning of his career. During the course of his time here, he has been able to develop hundreds of personalized plans for individuals and businesses that have allowed them the freedom of financial security.

Ian finds that he most rewarding thing about his job is developing a long term relationship with his clients and helping them adjust and adapt their financial plan as their families grow and change. From education planning to retirement distribution, he looks forward to supporting them in every stage of the planning process.

Ian desires ongoing growth in his professional development and in his business. He has obtained his CLU®, ChFC®, CFP® , RICP® designations and continues work with professional business coaches for growth and improvement.

Associations and Memberships

National Association of Insurance and Financial Advisors (NAIFA)    

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. 

Million Dollar Round Table (MDRT)

Ian DonaldsonMDRT is a member of the Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

CERTIFIED FINANCIAL PALNNER™ (CFP®)

The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board's Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.

 
 

Education

University of Minnesota Duluth - Bachelor of Economics

Years of Experience

Financial Representative with Northwestern Mutual since 2004

Financial Advisor with Northwestern Mutual since 2014

Wealth Management Advisor with Northwestern Mutual since 2015

 

 

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

Wealth Management Advisor

 

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