Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Bruce Schreck is a financial advisor with over 40 years of experience in the financial services industry. Donald has been registered with Cambridge Investment Research Advisors, Inc. since February 2022. Previously, Donald worked with Hornor, Townsend & Kent, LLC and Hornor, Townsend & Kent, Inc., where he provided financial advice to clients in Wichita, Kansas and Horsham, Pennsylvania. Donald is a Registered Representative and Investment Advisor Representative and holds Series 63, 24, 99TO, 6TO, 22TO, SIE, 7, and 1 licenses. Donald is also a Chartered Financial Consultant (ChFC). Donald's experience and credentials make him well-equipped to provide comprehensive financial planning, investment advice, and retirement planning services to individuals, families, and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
KS
02/09/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wichita KS)
KS
04/09/2002 - 02/10/2022
HORNOR, TOWNSEND & KENT, LLC (WICHITA KS)
PA
02/07/1992 - 04/09/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
10/06/1980 - 01/31/1992
MONARCH SECURITIES, INC.
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Schreck is the right advisor for you? Invested Better is here to help.
