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

Financial Advisor

Professional

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

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

I desire ongoing growth in my professional development and in my business. I have sought continued education to obtain my CLU®, ChFC®, CFP® designations and continue 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.

Educaion
University of Minnesota - Duluth: Bachelor of Arts, 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

 

 

Years of Experience

Representing Northwestern Mutual since 2004.

 

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