Donald Hartmann
Donald Hartmann is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Centennail, CO, with 44 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
7200 S. Altonwan, Suit A-110, Centennail, CO, 80112
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2012Customer Dispute
July 2010Customer Dispute
February 2010Customer Dispute
June 2009Other Business ActivitiesSells Insurance
Donald is an advisory representative of a RIA, an independent insurance agent, and owns multiple businesses including Hartmann Financial Solutions LLC, Hartmann Legacy Consulting LLC, Hartmann Financial Advisors, LLC, and The Hartmann Group. He also works as an author/educator/podcast/speaker, and spends a significant amount of time (over full-time) on Hartmann Financial Advisors, LLC.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Dalton Strategic Investment Services INC.Broker
J.W. Cole Financial, INC.Broker
Jrl Capital Advisors LLC
Jrl Capital CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
London Pacific Advisors
London Pacific Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Chadwick Securities CorporationBroker
Learned & Company, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.