Despain Investment Solutions, Ltd.

Despain Investment Solutions, Ltd. (CRD# 122581) is a financial advisory firm headquartered in Collinsville, IL. They manage $6,000,000 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Despain Investment Solutions, Ltd.
Showing 1 - 3 of 3 top financial advisors.
1
Donald H. Despain
CRD#: 1443333
502 West Main St., Collinsville, IL 62234
96
Wealthminder
score

Donald Despain (CRD# 1443333) is an Investment Advisor Representative working at Despain Investment Solutions, Ltd. in Collinsville, IL and has over 25 years of experience in the finance industry. Donald Despain 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.

2
Martin A. Petrie
CRD#: 1952877
502 West Main St., Collinsville, IL 62234
93
Wealthminder
score

Martin Petrie (CRD# 1952877) is an Investment Advisor Representative working at Despain Investment Solutions, Ltd. in Collinsville, IL and has over 27 years of experience in the finance industry.

3
Jay R. Weiser
CRD#: 1511042
502 West Main St., Collinsville, IL 62234
93
Wealthminder
score

Jay Weiser (CRD# 1511042) is an Investment Advisor Representative working at Despain Investment Solutions, Ltd. in Collinsville, IL and has over 24 years of experience in the finance industry.

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