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Donald Fruehauf Chamberlin

Prosperity Capital Advisors

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About Donald Fruehauf Chamberlin

Donald Chamberlin is an investment advisor representative with Prosperity Capital Advisors. Donald has been working in the financial services industry for over 30 years. Donald's firm specializes in providing financial planning and portfolio management for individuals and businesses. Donald is also a licensed insurance agent and a member of the American Financial Education Alliance.

Firm Information

Donald Chamberlin is currently registered with Prosperity Capital Advisors. Prosperity Capital Advisors is an investment advisory firm based in WESTLAKE, OH, with over 96 licensed agents and over 101 investment adviser representatives. They manage over $2.2 billion in assets for a variety of clients, including high-net-worth individuals, corporations, and pension plans. The firm provides financial planning, portfolio management, and educational seminars. They also assist clients with selecting other financial advisors.
Prosperity Capital Advisors

30400 DETROIT ROAD

WESTLAKE, OH 44145

$2.25B

Assets Under Management

280

Total Clients

100

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Donald Chamberlin’s Registration & Firm History

MO

02/16/2018 - Present

Prosperity Capital Advisors (St. Louis MO)

MO

07/10/2008 - 06/18/2009

SYNERGY INVESTMENT GROUP, LLC (ST. LOUIS MO)

MO

01/31/2006 - 08/18/2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ST. LOUIS MO)

CA

04/16/2003 - 01/30/2006

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

GA

04/12/2002 - 04/22/2003

WORLD GROUP SECURITIES, INC. (DULUTH GA)

GA

08/17/1994 - 04/12/2002

WMA SECURITIES, INC. (DULUTH GA)

CA

11/17/1993 - 09/15/1994

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MI

12/06/1991 - 08/10/1993

NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)

OH

12/17/1990 - 11/08/1991

VESTAX SECURITIES CORPORATION (HUDSON OH)

NA

08/01/1989 - 12/20/1990

USA FINANCIAL GROUP, INC.

NA

02/03/1989 - 08/02/1989

QUESTOR FINANCIAL SERVICES

NA

07/29/1985 - 01/26/1989

BNL SECURITIES INC.

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Licenses & Designations

IA

Issued 07/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/06/1994

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

BC

Issued 07/26/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Donald Fruehauf Chamberlin. Review regulatory record here.
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