Doni Mooberry is a registered investment advisor at Isc Advisors, INC., based in Lawrence, KS, with 28 years of industry experience. Doni is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,928 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
Maximum annual fee is 1.30%. All fees are subject to negotiation. Retirement plan accounts are subject to a $5,000 minimum annual account fee, and accounts under the Empower platform utilizing ISC Advisors-managed models are charged an additional 0.05%.
Fee Estimator
Location
901 Kentucky St, Suite 202, Lawrence, KS, 66044-2855
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 Activities
Doni owns Mooberry Financial Management, LLC, a registered investment advisor, and also operates a tax practice as Doni Mooberry Accounting. In addition, she is an attorney, owns rental properties, is treasurer for Lawrence Rotary Club and Community Children's Center, is involved in a real estate partnership (Maine Street, LLC), and has a small ownership stake in a brewery/restaurant (Penn Holdings, LLC).
Employment History
Current Registrations
Isc Advisors, INC.
Institutional Securities Corporation
Institutional Securities CorporationBroker
Mooberry Financial Management, LLC
Previous Registrations
Institutional Securities Corporation
Dortch Securities & Investments, INC.Broker
H.D. Vest Investment ServicesBroker
Eneric Financial Services, INC.Broker
State Registrations25 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
More Advisors
- Jeffrey Swarts, CFPVeta Investment Partners, LLC
- Dru Hull, CFPLPL Financial LLC
- Alejandro Rodriguez, CFPPlanning Trail Investments, LLC
- Ryan Lohmeyer, CFPStifel, Nicolaus & Company, Incorporated
- Christopher Phalen, CFABrookstone Wealth Advisors, LLC
- Todd Walker, ChFCEdward Jones