Donald Gutzman, financial advisor Lake Elmo MN
93 score

Donald Gutzman

CRD 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.

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Company Name Location Dates Years
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 11
Donald D Gutzman Ltd Minneapolis, MN Jun 1998 - Current 18
Donald P. Gutzman - Insurance Shoreview, MN Jan 1987 - Current 29
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
Contact Info for Donald P. Gutzman
Phone Number: 781-736-0700
Registered State(s):
  • CA
  • MN
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
93
Clean Record
This advisor has a clean track record with regulators.

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