Donald Thuente is a CFP-designated registered investment advisor, based in Conifer, CO, with 13 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Conifer, CO
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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 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
Cambridge Investment Research Advisors, INC.
State Registrations15 states
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
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