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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 Weyenberg is an experienced financial advisor with over 25 years of experience in the industry. Donald has a strong track record of working with individuals, families, and businesses to help them achieve their financial goals. Donald is currently registered with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Donald has held previous positions with SII Investments, Inc., PNC Investments, Natcity Investments, Inc., Packerland Brokerage Services, Inc., Hornor, Townsend & Kent, Inc., and Waddell & Reed, Inc. Donald has a broad range of expertise, including financial planning, investment management, and retirement planning. Donald is committed to providing his clients with personalized service and guidance to help them make informed financial decisions.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
06/22/2016 - Present
LPL Financial LLC (PLAINWELL MI)
MI
08/26/2014 - 06/30/2016
SII INVESTMENTS, INC. (Plainwell MI)
MI
11/13/2009 - 12/19/2012
PNC INVESTMENTS (OTSEGO MI)
MI
01/29/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (OTSEGO MI)
MI
11/13/2006 - 12/31/2008
PACKERLAND BROKERAGE SERVICES, INC. (PLAINWELL MI)
PA
02/05/2003 - 03/02/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
KS
04/07/1994 - 09/05/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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