Donald Warner, financial advisor Plymouth MN

Donald Warner

CRD Number: 459120
Current Firm: Wealth Enhancement Advisory Services, LLC

Donald Warner (CRD# 459120) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Advisory Services Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Group Wayzata, MN May 2023 - Current < 1
Wealth Enhancement Brokerage Services Wayzata, MN May 2023 - Current < 1
J.w. Cole Financial, Inc. Wayzata, MN May 2013 - May 2023 10
New Era Financial Advisor, Inc./charles Schwab Wayzata, MN Jan 1986 - May 2023 37
Northwestern National Life Insurance Company Minneapolis, MN Jul 1981 - May 2023 41
New Era Financial Group Inc. Minneapolis, MN Feb 1980 - May 2023 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1989
S65 NASAA Investment Advisors Law Examination Jan 1996
Contact Info for Donald Warner
Phone Number: 763-417-1700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    56,393
    MILLIONS
  • Total Number of Accounts
    128,050
    ACCOUNTS
  • Average Account Value
    $440,396
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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