Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Leonhard Hartmann has been a registered representative since 1981. Donald Hartmann has experience in the financial services industry for over 40 years. Donald Hartmann is currently a registered representative of Cambridge Investment Research Advisors, Inc. and provides financial services to individual investors, high-net-worth individuals, corporations, and retirement plans. Donald Hartmann holds a variety of licenses and certifications, including Series 7, Series 24, Series 27, and Series 63. Donald Hartmann is also a Chartered Financial Consultant (ChFC).
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
01/01/2025 - Present
Cambridge Investment Research Advisors, Inc. (Centennail CO)
CO
05/07/2014 - 11/23/2015
SECURITIES AMERICA, INC. (CENTENNIAL CO)
IN
01/29/2014 - 06/19/2014
DALTON STRATEGIC INVESTMENT SERVICES INC. (KNIGHTSTOWN IN)
CO
07/25/2013 - 01/27/2014
J.W. COLE FINANCIAL, INC. (CENTENNIAL CO)
CO
09/13/2004 - 07/24/2013
JRL CAPITAL CORPORATION (CENTENNIAL CO)
GA
04/24/2002 - 09/10/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
CA
10/05/1989 - 04/22/2002
LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)
NA
02/17/1989 - 11/14/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/29/1988 - 03/01/1989
CHADWICK SECURITIES CORPORATION
NA
08/24/1981 - 03/01/1989
LEARNED & COMPANY, INC.
BC
Issued 08/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/1988
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/08/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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