Donald GutzmanCRD Number: 1348534
Current Firm: Commonwealth Financial Network
Donald Gutzman (CRD# 1348534) is an Investment Advisor Representative working at Commonwealth Financial Network in Lake Elmo, MN and has over 32 years of experience in the finance industry.
Allodium Investment Consultants, LLC
Epiq Partners, LLC
Capstone Advisory Group LLC
|Commonwealth Financial Network||Waltham, MA||Nov 2008 - Current||8|
|Donaval Enterprises, LLC||Shoreview, MN||Sep 2007 - Current||9|
|Donaval Wealth Services, Inc.||Shoreview, MN||Jan 2005 - Current||12|
|Donald D Gutzman Ltd||Minneapolis, MN||Jun 1998 - Current||18|
|Donald P. Gutzman - Insurance||Shoreview, MN||Jan 1987 - Current||30|
|Donald Gutzman - Notary||Shoreview, MN||Jun 1998 - Jan 2010||11|
|Counsel Financial, Inc.||New Brighton, MN||Sep 2002 - Nov 2008||6|
|Securities America, Inc.||Shoreview, MN||Jul 2002 - Feb 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1985|
|S65||NASAA Investment Advisors Law Examination||Apr 2015|
Total Assets Under Management52,073MILLIONS
Total Number of Accounts229,200ACCOUNTS
Average Account Value$227,194
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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.