Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Warner is an investment advisor representative with Wealth Enhancement Advisory Services, LLC. Donald has been in the financial industry since 1976. The firm provides investment advisory services through Wealth Enhancement Advisory, an independent investment advisor firm. Donald is also the business owner of ABW Enterprises LLC, a business that is not investment related. He has a Series 65 license, Series 63 license, and Series 24 license and holds the designation Chartered Financial Consultant.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/01/2023 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MN
05/10/2013 - 05/02/2023
J.W. COLE FINANCIAL, INC. (WAYZATA MN)
MN
08/31/2009 - 05/10/2013
FINANCIAL ADVISERS OF AMERICA, LLC (WAYZATA MN)
MN
03/31/1999 - 08/31/2009
MUTUAL SERVICE CORPORATION (WAYZATA MN)
CA
05/24/1982 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NA
07/31/1986 - 03/11/1988
NWNL MANAGEMENT CORPORATION
NA
01/02/1980 - 09/22/1980
NORTHWEST CAPITAL INVESTMENT CORPORATION
NA
08/04/1978 - 12/25/1979
PLANNERS FINANCIAL SERVICES, INC.
NA
09/04/1974 - 08/06/1978
LINSCO CORPORATION
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1984
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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