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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dale Donat is a financial advisor who has been in the industry since 1997. David is currently registered with LPL Financial LLC and has been with the firm since November 2005. David has previously worked with Wells Fargo Brokerage Services, LLC and Wells Fargo Investments, LLC. David is registered in 22 states, including South Dakota, Texas, California, Arizona, Colorado, Florida, Idaho, Iowa, Minnesota, Montana, Nebraska, Nevada, New Mexico, North Dakota, Oregon, South Carolina, Utah, Washington, Wyoming, and Alaska. David holds the Series 7, 24, and 66 licenses and is a Certified Financial Planner. David also has a strong background in real estate and senior living, and has a passion for helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SD
04/03/2013 - Present
LPL Financial LLC (SPEARFISH SD)
CA
12/13/2000 - 11/15/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/15/2000 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
10/09/1997 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 11/05/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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