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Charles Edward Donalies

President/Chief Compliance OfficerDonalies Financial Planning, LLCCRD 5733820

About Charles Edward Donalies

Charles Edward Donalies is listed as President/Chief Compliance Officer at Donalies Financial Planning, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Donalies Financial Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Edward Donalies work?

Charles Edward Donalies is listed as President/Chief Compliance Officer at Donalies Financial Planning, LLC on SEC Form ADV.

How much of Donalies Financial Planning, LLC does Charles Edward Donalies own?

Form ADV reports a beneficial ownership band of Over 75%.

Donalies Financial Planning, LLC

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2012
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