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 31 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
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