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Donald Wanek

LPL Enterprise, LLC

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About Donald Wanek

Donald Wanek is an experienced financial professional with a career spanning over a decade. Donald has held positions at several firms including Cetera Advisor Networks LLC, CADARET, GRANT & CO., INC., CUSO FINANCIAL SERVICES, L.P., and SORRENTO PACIFIC FINANCIAL, LLC. Donald is currently registered with LPL Enterprise, LLC. Donald provides a range of financial services including financial planning, portfolio management, consulting and educational seminars.

Firm Information

Donald Wanek is currently registered with LPL Enterprise, LLC. LPL Enterprise, LLC is a Limited Liability Company registered in South Carolina and formed on May 25, 2023. They offer financial planning, educational seminars, portfolio management for individuals and businesses, and other consulting and non-discretionary advisory services. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. They have a total of 55 registered representatives and 12 investment advisor representatives. The firm participates in wrap fee programs.
LPL Enterprise, LLC

1055 LPL WAY

FORT MILL, SC 29715

Not reported

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and other non-discretionary advisory services

Consulting and other non-discretionary advisory services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Wanek’s Registration & Firm History

SC

05/31/2024 - Present

LPL Enterprise, LLC (FORT MILL SC)

CA

03/03/2023 - 04/09/2024

CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)

NY

12/15/2022 - 02/16/2023

CADARET, GRANT & CO., INC. (SYRACUSE NY)

CA

12/15/2022 - 02/16/2023

CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)

CA

12/15/2022 - 02/16/2023

SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)

OR

07/26/2022 - 09/13/2022

FINALIS SECURITIES LLC (Bend OR)

WI

01/07/2022 - 08/25/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Milwaukee WI)

CA

07/30/2018 - 01/03/2022

PAULSON INVESTMENT COMPANY LLC (San Francisco CA)

CA

10/16/2015 - 07/30/2018

SIGNATOR INVESTORS, INC. (LAFAYETTE CA)

CA

03/13/2014 - 10/22/2015

PAULSON INVESTMENT COMPANY LLC (NOVATO CA)

OR

10/26/1999 - 01/18/2002

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

OR

02/27/2001 - 03/16/2001

WILLAMETTE SECURITIES, INC. (PORTLAND OR)

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Licenses & Designations

BC

Issued 06/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Wanek.
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