Donald Stonebarger is a CFP-designated registered investment advisor, based in Kansas City, MO, with 24 years of industry experience.
Location
616 East 63rd Street, Suite 201, Kansas City, MO, 64110
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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
Donald owns and operates Greystone Capital Group, LLC, an RIA firm, dedicating about 10-20% of his time to working with clients on investment management and financial planning. He also works as an insurance agent for Foundation Insurance Solutions and sells fixed insurance products, spending minimal time on each of these activities, and is a member of Lake Quivira Investment Club.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Greystone Capital Partners Group LLC
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations11 states
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