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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 Thuente is a financial advisor at Cambridge Investment Research Advisors, Inc.. Donald is licensed to provide financial advice in Colorado, Texas and 13 other states. Donald is a Certified Financial Planner and has been in the financial services industry since 2013. Donald specializes in providing financial planning, portfolio management, and investment management services to individual clients, businesses, and non-profits.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
05/26/2020 - Present
Cambridge Investment Research Advisors, Inc. (LAKEWOOD CO)
BC
Issued 05/22/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/17/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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