Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald William Kisselbach is a registered Investment Advisor Representative with Belpointe Asset Management LLC. Donald has been in the securities industry since 2001 and has experience with a variety of financial products and services. Donald has passed the Series 7, Series 31, Series 63, and Series 66 exams. Donald previously worked for Leigh Baldwin & Co., LLC and UBS Financial Services Inc. Donald's clients include individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Belpointe Asset Management LLC provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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NV
11/17/2014 - Present
Belpointe Asset Management LLC (RENO NV)
CT
01/25/2011 - 11/22/2011
LEIGH BALDWIN & CO., LLC (GREENWICH CT)
CT
11/27/2002 - 02/24/2009
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
NY
05/22/2001 - 08/14/2002
ALEXANDER, WESCOTT, & CO., INC. (UTICA NY)
NY
05/22/2001 - 07/12/2002
ALEXANDER, WESCOTT, & CO., INC. (UTICA NY)
BOTH
Issued 12/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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