Donald Gravlin, financial advisor Creve Coeur MO
96 score

Donald Gravlin

CRD Number: 1910055
Current Firm: Waddell & Reed

Donald Gravlin (CRD# 1910055) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 27 years of experience in the finance industry. Donald Gravlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Children Of The World Clayton, MO Feb 2009 - Current 7
St Louis University St Louis, MO Sep 1996 - Current 20
Chesterfield Village Subdivision Chesterfield, MO Jan 1992 - Current 24
Various Insurance Carriers Chesterfield, MO May 1989 - Current 27
Waddell & Reed, Inc. Creve Coeur, MO Dec 1988 - Current 28
Self-employed Chesterfield, MO Jan 1970 - Current 46
Self-employed Tax Accountant Chesterfield, MO Jan 1950 - Current 66
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
Contact Info for Donald J. Gravlin
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IL
  • MO
  • TX
  • CO
  • FL
  • PA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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