Donna Tilden
Donna Tilden is a ChFC-designated registered investment advisor at Principal Securities, INC., based in Overland Park, KS, with 31 years of industry experience. Donna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
11101 Switzer Rd Ste 100, Overland Park, KS, 66210
Get directionsHistory
Regulatory History
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
Donna prepares personal income tax returns for low-income clients and is a board member for Business West. She is also an insurance agent selling fixed life, annuity, LTC, DI, Medicare Supplements, and health insurance products, dedicating about a third of her time to this.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
American Century Advisory Services, INC.
American Century Investment Services INC.Broker
Country Club Financial Services, INC.
Country Club Financial Services, INC.Broker
Carson Financial Planning Group
Raymond James Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations19 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.
Exams
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