DT
CFP
DT
CFP

Donald Thuente

12 Years of Experience
Lakewood, CO
BrokerSells Insurance

Donald Thuente is a CFP-designated registered investment advisor, based in Lakewood, CO, with 12 years of industry experience.

Location

3000 Youngfield St, Ste370, Lakewood, CO, 80215

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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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Other Business ActivitiesSells Insurance

Donald is an advisory representative of a Registered Investment Adviser (RIA), dedicating full-time hours to managing client assets and preparing financial plans. He is also an independent insurance agent for various companies, spending minimal time on this activity.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2014 - Present · 12 yrs 4 mos
Cambridge Investment Research Advisors, INC.
September 2013 - Present · 12 yrs 8 mos
State Registrations14 states
AZCACOFLHIIDILKSNYSDTXWAWIWY
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.