Donald Tendick (CRD# 4456078) is an Investment Advisor Representative working at Blackhawk Capital Partners, LLC in Thiensville, WI and has over 21 years of experience in the finance industry. Donald Tendick has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kpdt, LLC | Thiensville, WI | Jan 2015 - Current | 9 |
| Daktori | Thiensville, WI | Oct 2014 - Current | 9 |
| Lion Street | Thiensville, WI | Aug 2013 - Current | 10 |
| United Planners' Financial Services | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Tendick Business Group, LLC | Naples, FL | Jan 2011 - Current | 13 |
| Blackhawk Capital Partners | Thiensville, WI | Sep 2010 - Current | 13 |
| Blackhawk Capital Partners, LLC | Thiensville, WI | Sep 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
- WI
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Total Assets Under Management244MILLIONS
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Total Number of Accounts671ACCOUNTS
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Average Account Value$363,852
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CO, FL, IL, IN, TX, WI
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