Donald House
Donald House is a registered investment advisor at Spectrum Advisors Financial, LLC, based in Richmond, IN, with 16 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Spectrum Advisors Financial does not directly manage investments. Instead, they recommend third-party money managers. If you use one of these managers, you'll pay fees according to that manager's fee schedule, which Spectrum Advisors Financial will disclose to you before you sign an agreement.
Location
108 South 7th Street, Richmond, IN, 47374
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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 is the owner and insurance agent for Secure Asset Financial Enterprises (since 1979) and Simplifinancial LLC (since 2018), spending more than half his time on these insurance businesses. He also offers the sale of gold, dedicating minimal time to this activity.
Employment History
Current Registrations
Spectrum Advisors Financial, LLC
State Registrations1 state
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.