Donald Schreck
Donald Schreck is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Wichita, KS, with 45 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
5940 E Central, Wichita, KS, 67208
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2002Customer Dispute
June 1991Other Business ActivitiesSells Insurance
Donald is an independent insurance agent for various independent insurance companies, dedicating nearly full-time hours to this and trading through Schreck Financial Group, LLC. He also owns an office building and is an advisory representative of a RIA, spending about half his time on this and trading.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, INC.Broker
Monarch Securities, INC.Broker
State Registrations11 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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