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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donn? Claim Your ProfileDonn Hess is an investment advisor representative at Creative Planning. Donn has been in the industry since 1995, with experience at several firms, including J.P. Morgan Institutional Investments Inc., GWFS Equities, Inc., and Lockton Investment Securities, LLC. Donn holds Series 6, 7, 24, 26, 63, 65, SIE, and 99TO licenses. Donn specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles. Donn's clients include high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans.
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.
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2
MO
10/27/2022 - Present
Creative Planning (Kansas City MO)
MO
05/11/2015 - 07/15/2022
LOCKTON INVESTMENT SECURITIES, LLC (KANSAS CITY MO)
KS
09/02/2014 - 05/12/2015
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
03/04/2010 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MA
01/02/2008 - 01/12/2010
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
RI
07/30/2007 - 12/31/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
07/20/2007 - 07/31/2007
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MO
12/12/2003 - 04/24/2007
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
MO
09/05/1995 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 10/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/06/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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