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Donald D Eschbach

Kisc, LLC

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About Donald D Eschbach

Donald Eschbach is an investment advisor representative, currently registered with Kisc, LLC. Donald's area of expertise is retirement planning and has been working in the industry for over 10 years. Donald's previous experience includes roles at ICMA-RC SERVICES, LLC, JANUS DISTRIBUTORS LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES CORPORATION, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and WACHOVIA SECURITIES, LLC.

Firm Information

Donald Eschbach is currently registered with Kisc, LLC. Kisc, LLC is an investment advisor specializing in pension consulting. They have 1 investment advisor representative and are registered with the SEC. Their website is HTTPS://401KISC.COM/.

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Eschbach’s Registration & Firm History

CO

01/01/2025 - Present

Kisc, LLC (GREENWOOD VILLAGE CO)

CO

11/28/2012 - 04/13/2020

ICMA-RC SERVICES, LLC (DENVER CO)

CO

06/22/2011 - 11/09/2012

JANUS DISTRIBUTORS LLC (DENVER CO)

CO

09/09/2008 - 05/20/2011

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ENGLEWOOD CO)

CO

09/09/2008 - 05/20/2011

MUTUAL OF AMERICA SECURITIES CORPORATION (ENGLEWOOD CO)

CO

02/29/2008 - 09/05/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

01/24/2007 - 02/19/2008

WACHOVIA SECURITIES, LLC (GREENWOOD VILLAGE CO)

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Licenses & Designations

BOTH

Issued 07/25/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald D Eschbach.
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