Jim McDonald

Partner

Jim McDonald is a Registered Fiduciary, Accredited Investment Fiduciary, PLANSPONSOR Retirement Professional and Partner at Channel Financial. Jim has more than 25 years of experience in the financial services industry, 20 of those years working specifically on qualified employer plans. His primary role is to work with clients and potential clients, building effective models for their qualified, non-qualified and employee educational programs, as well as promoting the firm’s presence as a leader in retirement services. Prior to Jim’s current role, he spent seven years as western Regional VP of retirement services with Dain Rauscher, two years as VP retirement services with First Trust, eight years with American Express/IDS and three years with Citicorp. He is also Series 7, 63, 26, 66 registered with LPL Financial and insurance licensed. Jim holds a masters of business administration/marketing degree from the University of St. Thomas and a bachelors of science in finance from the University of South Dakota.

Outside the office you might find Jim on a lake someplace, near or on a golf course, in a hockey rink (on the ice or outside the boards), on skis, or some activity that reminds a person of the aging effects on one’s body.

Contact Jim McDonald

jmcdonald@channel-financial.com
763-231-7538