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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gregory Stonebarger is a financial advisor with over 20 years of experience in the industry. Donald currently works with Greystone Capital Partners Group LLC. Donald is registered with the state of Kansas, Missouri and Montana. Donald has experience working with a variety of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. Donald specializes in providing financial planning, portfolio management, and investment management services. In addition to his work with Greystone Capital Partners Group LLC, Donald also works with Foundation Insurance Solutions as an insurance agent.
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.
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.
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2
MO
12/13/2021 - Present
Greystone Capital Partners Group LLC (KANSAS CITY MO)
MO
03/01/2019 - 06/11/2021
WOODBURY FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
03/03/2011 - 03/01/2019
QUESTAR CAPITAL CORPORATION (KANSAS CITY MO)
KS
02/11/2010 - 02/01/2011
SECURIAN FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
06/28/2001 - 02/03/2010
AXA ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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