Colleen E Donnelly
Investment adviser representative at Thompson Investment Management, Inc.
23 yearsExperience
1 stateRegistered in
$3.1BFirm assets
22 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Thompson Investment Management, Inc.Jun 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (WI).
Thompson Investment Management, Inc.
$3.1BAssets managed
485Clients
6Advisers
22 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
- 7240351
- Firm CRD
- 129609