Don GassCRD Number: 1808881
Current Firm: Investment Professionals, Inc.
Don Gass (CRD# 1808881) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 29 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Investment Professionals, Inc.||Forsyth, MO||Sep 2009 - Current||8|
|U.s. Bancorp Investments, Inc.||Joplin, MO||Dec 2001 - Sep 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV