Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Allenbrand has been in the financial services industry for over 33 years. Donald is currently registered with Cetera Investment Advisers LLC. Donald has held previous positions with First Allied Securities, Inc., FFP Securities, Inc., Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, and Linsco/Private Ledger Corp.. Donald has earned the Series 7, Series 24, Series 51, Series 63, and Series 65 securities licenses. Donald also has a CPA designation.
KANSAS CITY, MO
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.
A percentage of the total value of assets under management is charged.
1
2
MO
11/12/2020 - Present
Cetera Investment Advisers LLC (KANSAS CITY MO)
MO
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Kansas City MO)
MO
04/27/1992 - 05/30/2008
FFP SECURITIES, INC. (KANSAS CITY MO)
WI
01/10/1991 - 05/20/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/10/1991 - 05/20/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
SC
08/22/1989 - 12/11/1990
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 11/4/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/1/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/8/2000
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Allenbrand is the right advisor for you? Invested Better is here to help.
