Donald Schwart, financial advisor Topeka KS

Donald Schwart

CRD Number: 416174
Current Firm: Cornerstone Advisors

Donald Schwart (CRD# 416174) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Advisors, LLC Topeka, KS Aug 2000 - Current 22
10th Street Partnership Topeka, KS Oct 1997 - Current 24
Cornerstone Insurance, LLC Topeka, KS Jan 1995 - Current 27
Schwart & Letch Syndication Services Ltd Topeka, KS Oct 1990 - Current 31
Union Central Life (name Change To Ameritas) Cincinnati, OH May 1989 - Current 33
Schwart Financial Services Inc. Topeka, KS Apr 1986 - Current 36
Cambridge Investment Research, Inc. Fairfield, IA Jan 2003 - Dec 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Dec 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Donald G. Schwart
Phone Number: 785-273-2685
Firm Website:
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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