Unclaimed
Donald Hayden is an Investment Advisor Representative who has been in the industry since March 26, 1982. Donald is currently registered with Grove Point Advisors, LLC. Donald is also a registered independent insurance agent with Hayden Financial. Prior to joining Grove Point Advisors, LLC, Donald was with H. Beck, Inc. and LPL Financial Corporation. Donald has been in the financial services industry for over 40 years and has a strong understanding of the financial markets and investment strategies. Donald holds a Series 6, 7, 22, and 63 license and is licensed in Colorado, Florida, Missouri, and Wisconsin. Donald specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Donald is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MD
01/01/2025 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WI
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (ELM GROVE WI)
WI
09/24/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (ELM GROVE WI)
MO
05/20/1994 - 09/23/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
WI
07/02/1991 - 05/09/1994
HARBOUR INVESTMENTS, INC. (MADISON WI)
GA
06/27/1990 - 07/03/1991
PLANNED INVESTMENTS INC. (ATLANTA GA)
WI
04/02/1990 - 07/13/1990
HARBOUR INVESTMENTS, INC. (MADISON WI)
MN
03/12/1982 - 04/09/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
03/12/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/25/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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