Donald Baron (CRD# 6924618) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Sioux Falls, SD and has over 5 years of experience in the finance industry.
CRD# 5588123
Compass Financial Group, Inc.
CRD# 6868599
Cwm, LLC
CRD# 2610909
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transamerica Investors Securities Corporation | St. Paul, MN | Jan 2020 - Current | 4 |
| Trasamerica Life Insurance Company | St. Paul, MN | Jan 2020 - Current | 4 |
| Edward Jones | St Louis, MO | Apr 2018 - Dec 2019 | 1 |
| Unemployed | Shakopee, MN | Oct 2017 - Apr 2018 | < 1 |
| T-mobile Us | Edina, MN | Apr 2005 - Oct 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- SD
-
Total Assets Under Management12,680MILLIONS
-
Total Number of Accounts160,403ACCOUNTS
-
Average Account Value$79,051
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, WY
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