TrueAdvisor
TrueAdvisor
DB
CFP
DB
CFP

Don Barnes

Cetera Investment Advisers LLC
37 Years of Experience
Burr Ridge, IL
1 DisclosureBroker
View SEC Summary
View SEC Summary

Don Barnes is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Burr Ridge, IL, with 37 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B

Location

11S270 S Jackson St, Ste 101, Burr Ridge, IL, 60527

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Don is a financial advisor doing business as Cornerstone Advisers, LLC, dedicating a few hours per week to this investment-related activity. He also owns Don W Barnes, CPA PC, where he performs tax preparation and accounting work, taking about 20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 1998 - Present · 28 yrs 3 mos
Cetera Financial Specialists LLCBroker
July 1988 - Present · 37 yrs 10 mos
State Registrations23 states
AZCACODCFLGAILINKYMIMNMONCNMNVNYOHORPASCTXUTWI
AdvisorBrokerBoth

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.
More financial advisors in Burr Ridge, IL →All financial advisors in Illinois →