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An Ameriprise Private Wealth Advisory Practice

 
 
Dean M Donohue Ameriprise Financial Advisor

Dean M Donohue

CFP®, MBA, CRPC®

Private Wealth Advisor

Business Financial Advisor

We shape financial solutions for a lifetime.®

 
 
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DONOHUE, SMITH & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

806 Stone Creek Pkwy
Ste 1
Louisville, KY 40223-5394
Map Phone: (502) 412-4050 Fax: (502) 412-4080

Hours: Monday8 a.m. - 4:30 p.m.
Tuesday8 a.m. - 4:30 p.m.
Wednesday8 a.m. - 4:30 p.m.
Thursday8 a.m. - 4:30 p.m.
Friday8 a.m. - 4:30 p.m.

Please call ahead to make an appointment. Hours may vary.

A confident retirement

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

Vision

To make a positive difference in client's lives by putting their interests first, providing knowledgeable advice, offering premier client service and ultimately help client's achieve personal dreams and goals.

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    License Information

    I am licensed and registered to conduct business in KY.
    Based on licenses and registrations I hold, I may also conduct business in NV, MS, AZ, IN, OH, NY, FL, SC, CO, NC, CT, CA, PA, AK, GA, VA, IL, TX, AR, MA, TN, MO, MN.

    CA Insurance #0D38641

    • Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
    • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
    • Ameriprise Financial cannot guarantee future financial results.
    • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.