DS
CFA · CFP
DS
CFA · CFP
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
1,869 clients
Average Client Portfolio
$538K average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
16010 Metcalf Avenue, Suite 101, Overland Park, KS, 66085
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Don is an insurance agent since 2011. This activity requires minimal time.
Employment History
Current Registrations
Lexaurum Advisors
September 2023 - Present · 2 yrs 6 mos
Previous Registrations
Spicer Retirement Advisors, LLC
December 2020 - November 2023 · 2 yrs 11 mos
Cambridge Investment Research Advisors, INC.
March 2010 - December 2020 · 10 yrs 9 mos
Cambridge Investment Research, INC.Broker
March 2010 - December 2020 · 10 yrs 9 mos
Investment Centers of America, INC.
January 2004 - March 2010 · 6 yrs 2 mos
Investment Centers of America, INC.Broker
December 2003 - March 2010 · 6 yrs 3 mos
Financial Network Investment CorporationBroker
June 2003 - December 2003 · 6 mos
MML Investors Services, INC.Broker
October 2001 - July 2002 · 9 mos
Arvest Asset ManagementBroker
May 1997 - October 2001 · 4 yrs 5 mos
Rhodes Securities, INC.Broker
October 1991 - May 1997 · 5 yrs 7 mos
Investacorp, INC.Broker
August 1989 - October 1991 · 2 yrs 2 mos
Financial Network Investment CorporationBroker
November 1987 - August 1989 · 1 yr 9 mos
Dean Witter Reynolds INC.Broker
August 1985 - November 1987 · 2 yrs 3 mos
State Registrations2 states
OKTX
Advisor
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.
Exams
No exam information available for this advisor.