Skip to main content

Our financial advice team


Dale Donaldson, Private Wealth Advisor serving the Lake Oswego, OR area - Ameriprise Advisors

Dale Donaldson

Private Wealth Advisor

Franchise Owner
Wealthbridge Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Domestic Partner Planning
  • Charitable Giving
  • Employee Stock Options
  • Saving for Education

Qualifications

  • Series 7 Securities License
  • Series 66 License
  • Life & Health Insurance License

Education

  • B.S., Political Science, Oregon State University, 1986-1990

Awards & recognition

  • Wealthbridge Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2010-2013, 2015-2020
  • Barron’s Top 1,200 Financial Advisors, 2023
  • Forbes Best-in-State Wealth Advisors, 2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

We believe it is important to give back to the community where we live and work with our time, talent and resources. Below are charities we choose to support throughout 2016. I hope you will visit their websites to learn more about their missions.

Interests

  • My family is my highest priority
  • Rock climbing
  • Riding my Harley