DW
DW

Donald Wratchford

17 Years of Experience
Leawood, KS
Broker

Donald Wratchford is a registered investment advisor at Raymond James & Associates, INC., based in Leawood, KS, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

11551 Ash Street, Suite 250, Leawood, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 5 mos
Raymond James & Associates, INC.Broker
February 2025 - Present · 1 yr 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - February 2025 · 16 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - February 2025 · 16 yrs 6 mos
Waddell & Reed, INC.Broker
June 2008 - July 2008 · 1 mo
State Registrations3 states
FLKSMO
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.
Donald Wratchford - Financial Advisor | TrueAdvisor