Donald Whitman
Donald Whitman is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, Az,, AZ, with 25 years of industry experience. Donald 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2040 W. Whispering Wind Dr, Suite 149, Phoenix, Az,, AZ, 85085
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is a member of Intentional Wealth Solutions, LLC and JW Wealth Management, LLC, both financial services entities, taking about half of his time for the former and minimal time for the latter. He also owns part of WhitJack2040, LLC, which owns the office building for his other businesses, and serves on the board of directors for the Martin Auto Museum, dedicating minimal time to each. Donald also uses indexed annuities as an investment option for clients and is an owner of Whitman & Jackson CPAs, PC.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Woodbury Financial Services, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations11 states
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