Heather F Frutig
Investment adviser representative at Mcdonald Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mcdonald Partners, LLCDec 2024 to now
- Frutig Consulting, LLCDec 2019 to now
- Gradient A Human Think TankMay 2022 to Jan 2024
- Merrill Private Wealth ManagementMar 2021 to Mar 2022
- UnemployedNov 2019 to Feb 2021
- JPMorgan Chase Bank NAJul 2016 to Oct 2019
- JPMorgan Securities LLCJul 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Mcdonald Partners LLC
$1.3BAssets managed
1,170Clients
24Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5469265
- Firm CRD
- 135414