DC
CFP
DC
CFP

Don Connot

44 Years of Experience
Omaha, NE
Broker

Don Connot is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Omaha, NE, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

13120 Pierce Street, Suite 200, Omaha, NE, 68144

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Don is an inactive member of the Nebraska Bar Association and the Vice President of the Coronado Condominium Association. He spends minimal time attending meetings for the condominium association.

Employment History
Current Registrations
Raymond James & Associates, INC.
December 2020 - Present · 5 yrs 7 mos
Raymond James & Associates, INC.Broker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 1998 - December 2020 · 22 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
May 1998 - December 2020 · 22 yrs 7 mos
Principal Financial Securities,inc.Broker
February 1996 - May 1998 · 2 yrs 3 mos
Dean Witter Reynolds INC.Broker
July 1985 - February 1996 · 10 yrs 7 mos
Painewebber IncorporatedBroker
January 1982 - May 1986 · 4 yrs 4 mos
State Registrations33 states
ALARAZCACOCTDCFLGAIAIDILINKSMAMDMEMNMOMTNCNENJNVNYORPASDTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.