• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
KELLEY ANN DONOVAN
CRD#: 2399378
IA
Investment Adviser
B
Broker
RICHMOND INVESTMENT SERVICES LLCCRD#: 327451 470 W 4th Street
Dubuque, IA 52001
LPL FINANCIAL LLCCRD#: 6413 7702 W MEQUON RD
MEQUON, WI 53097
Registration History
2010201220142016201820202022202420262 FIRMS2013 - 2016 (3 years)IARICHMOND INVESTMENT SERVICES LLC (CRD# 327451)2024 - Present (<1 year)BLPL FINANCIAL LLC (CRD# 6413)2016 - Present (8 years)BEDWARD JONES (CRD# 250)2009 - 2013 (3 years)IALPL FINANCIAL LLC (CRD# 6413)2017 - 2024 (6 years)IAGLOBAL RETIREMENT PARTNERS LLC (CRD# 172011)2017 - 2017 (<1 year)IAGLOBAL RETIREMENT PARTNERS LLC (CRD# 172011)2016 - 2017 (1 year)IAEDWARD JONES (CRD# 250)2010 - 2013 (3 years)
License(s)

State Registrations

B
Arizona 8/18/2016

B
Massachusetts 8/18/2016

B
California 9/17/2020

B
Michigan 3/21/2017

B
Colorado 8/31/2016

B
Minnesota 9/7/2022

B
Florida 8/18/2016

B
North Carolina 8/18/2016

B
Georgia 8/18/2016

B
Ohio 8/18/2016

B
Idaho 10/23/2019

B
Tennessee 8/18/2016

B
Illinois 8/18/2016

B
Texas 8/18/2016

B
Indiana 3/29/2022

IA
Texas 5/30/2024

B
Iowa 8/18/2016

B
Utah 3/4/2019

IA
Iowa 5/30/2024

B
Wisconsin 8/18/2016

B
Louisiana 12/6/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RICHMOND INVESTMENT SERVICES LLC (CRD#:327451)
470 W 4th Street, Dubuque, IA 52001
Registered with this firm since 5/30/2024

B
LPL FINANCIAL LLC (CRD#:6413)
7702 W MEQUON RD, MEQUON, WI 53097
DUBUQUE, IA
Registered with this firm since 8/18/2016

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/13/2017 - 06/24/2024 LPL FINANCIAL LLC (CRD#:6413) DUBUQUE, IA
IA
11/02/2017 - 12/14/2017 GLOBAL RETIREMENT PARTNERS LLC (CRD#:172011) Dubuque, IA
IA
08/18/2016 - 10/31/2017 GLOBAL RETIREMENT PARTNERS LLC (CRD#:172011) Madison, WI
IA
04/12/2013 - 08/18/2016 VSR ADVISORY SERVICES (CRD#:14503) MADISON, WI
B
04/12/2013 - 08/18/2016 VSR FINANCIAL SERVICES, INC. (CRD#:14503) MADISON, WI
IA
01/12/2010 - 04/10/2013 EDWARD JONES (CRD#:250) DUBUQUE, IA
B
12/18/2009 - 04/10/2013 EDWARD JONES (CRD#:250) DUBUQUE, IA
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.