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Bryan Eugene Donaugh

Investment Adviser Representative at Alight Financial Advisors, LLC

Greenfield, INCRD #6434474Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bryan Eugene Donaugh is an investment adviser representative with Alight Financial Advisors, LLC in Greenfield, IN, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 8 firms, including Schwab Wealth Advisory, Inc. and The Financial Resource Center. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Indiana and North Carolina.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Indiana, North Carolina
Broker:
2 states and territories

Indiana, North Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 5/13/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/5/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Alight Financial Solutions, LLCCurrent
5/6/2026 – Greenfield, IN
Alight Financial Advisors, LLCCurrent
5/6/2026 – Greenfield, IN
Schwab Wealth Advisory, Inc.
1/16/2026 – 5/6/2026Indianapolis, IN
THE Financial Resource Center
7/29/2024 – 12/19/2025Carmel, IN
Transamerica Retirement Advisors, LLC
11/4/2021 – 7/22/2024Greenfield, IN
CWM, LLC
3/25/2021 – 10/27/2021Indianapolis, IN
Valic Financial Advisors, Inc.
2/11/2020 – 10/2/2020Carmel, IN
Oneamerica Securities, Inc.
2/1/2019 – 4/9/2019Indianapolis, IN
Valic Financial Advisors, Inc.
1/11/2016 – 1/18/2019Carmel, IN
Creative Financial Designs, Inc.
5/21/2015 – 12/16/2015Fortville, IN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Valic Financial Advisors, Inc.
    Jan 2016 – Jan 2019Carmel, IN
  2. American United Life
    Jan 2019 – Apr 2019Indianapolis, IN
  3. OneAmerica Securities
    Feb 2019 – Apr 2019Indianapolis, IN
  4. Northview Church
    Apr 2019 – Dec 2019Indianapolis, IN
  5. Unemployed
    Jan 2020 – Feb 2020fortville, IN
  6. Valic Financial Advisors, Inc.
    Feb 2020 – Sep 2020Carmel, IN
  7. Wealthcare Partners LLC
    Sep 2020 – Oct 2021Indianapolis, IN
  8. CWM, LLC DBA Carson Patners
    Sep 2020 – Oct 2021Indianapolis, IN
  9. Cetera Advisor Networks
    Sep 2020 – Oct 2021Indianapolis, IN
  10. TRANSAMERICA LIFE INSURANCE Company
    Nov 2021 – Jul 2024Pendleton, IN
  11. Transamerica Investors Securities Corporation
    Nov 2021 – Jul 2024Pendleton, IN
  12. The Financial Resource Center
    Jul 2024 – Dec 2025Carmel, IN
  13. Charles Schwab & Co, Inc
    Jan 2026 – Apr 2026Indianapolis, IN
  14. Schwab Wealth Advisory, Inc
    Jan 2026 – Apr 2026Indianapolis, IN
  15. Alight Financial Solutions LLC
    Apr 2026 – Sep 2026Greenfield, IN
  16. Transamerica Investors Securities, LLC
    Sep 2026 – no end date reportedGreenfield, IN
  17. Transamerica Life Insurance Company
    Sep 2026 – no end date reportedGreenfield, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Alight Financial Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Investment advisory and self-directed brokerage services, including IRA rollovers and new account openings for retirement planning.

Financial PlanningPortfolio Management for Individuals and Small BusinessesEducational Seminars and Workshops
Firm areas of expertise
Investment AdvisorySelf-directed BrokerageRetirement PlanningIRA RolloverTax Benefits

Client types the firm serves

Individuals

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
66
Offices listed on AdvisorFinder:
1
Main office:
Charlotte, NC
SEC file number:
801-72679

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 3, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Eugene Donaugh has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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