Donald Click, financial advisor Glenwood Springs CO
96 score

Donald Click

CRD Number: 1054127
Current Firm: Commonwealth Financial Network

Donald Click (CRD# 1054127) is an Investment Advisor Representative working at Commonwealth Financial Network in Glenwood Springs, CO and has over 18 years of experience in the finance industry. Donald Click 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
Commonwealth Financial Network Waltham, MA Jul 2002 - Current 14
Commonweatlh Financial Network Waltham, MA Mar 2000 - Current 16
Resource Financial Planning Corp. Glenwood Springs, CO May 1998 - Current 18
Resource Financial Planning Corporation Glenwood Springs, CO Jul 1990 - Current 26
Don Click Insurance Agency Glenwood Springs, CO Mar 1976 - Current 40
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Donald T. Click
Phone Number: 781-736-0700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • 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, MA, 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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