Donald Wiscomb, financial advisor Idaho Falls ID
83 score

Donald Wiscomb

CRD Number: 1194012
Current Firm: Yellowstone Partners

Donald Wiscomb (CRD# 1194012) is an Investment Advisor Representative working at Yellowstone Partners in Idaho Falls, ID and has over 33 years of experience in the finance industry.

Similar Advisors
Olin Barkdull, financial advisor Idaho Falls ID
Olin K. Barkdull
CRD# 1080780
Educators Financial Assurance
Score
96
Similar Advisors
Joseph Call, financial advisor Idaho Falls ID
Joseph R. Call
CRD# 3091475
Spinnaker Financial Advisors, LLC
Score
96
Similar Advisors
Alan Campbell, financial advisor Idaho Falls ID
Alan S. Campbell
CRD# 5128930
Spinnaker Financial Advisors, LLC
Score
96
Company Name Location Dates Years
Crown Capital Securities, LP Orange, CA Jul 2009 - Current 7
Yellowstone Partners Idaho Falls, ID May 2009 - Current 7
Citigroup Global Markets Inc. Salt Lake City, UT Nov 2003 - May 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1983
S65 NASAA Investment Advisors Law Examination May 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Donald C. Wiscomb
Phone Number: 208-612-1000
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    862
    MILLIONS
  • Total Number of Accounts
    3,072
    ACCOUNTS
  • Average Account Value
    $280,597
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, KY, MD, MT, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Donald Wiscomb and other advisors.
BADGES
83

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.