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DD

Donald G. Dewaay

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CRD#: 1297174
DD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Gene Dewaay JR, who also goes by (jr) Donald Gene Dewaay, Don Dewaay, Donald Gene Jr Dewaay, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1984. Donald had worked at 7 firms and has passed the Series 63, Series 31, Series 7, Series 22, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


(jr) Donald Gene Dewaay | Don Dewaay | Donald Gene Jr Dewaay

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 14, 2011 - March 29, 2012

COMMERCE WEALTH ADVISERS, LLC

RIA
CRD#: 144449
CLIVE, IA
Past

August 31, 2006 - January 9, 2013

DEWAAY FINANCIAL NETWORK, LLC

BD
CRD#: 30767
CLIVE, IA
Past

August 2, 1999 - August 3, 2017

DEWAAY CAPITAL MANAGEMENT

RIA
CRD#: 116214
WEST DES MOINES, IA
Past

August 3, 1989 - September 14, 2006

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
WEST DES MOINES, IA
Past

July 12, 1989 - August 3, 1989

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
Past

January 27, 1988 - July 17, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
Past

September 12, 1984 - December 24, 1986

AMERICAN EXPRESS FINANCIAL CORPORATION

BD
CRD#: 6320
Past

September 12, 1984 - January 22, 1988

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/29/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 7/9/2001
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/13/2005
General Securities Principal Examination

Current Firm


CW
COMMERCE WEALTH ADVISERS, LLC
COMMERCE WEALTH ADVISERS, LLC | DEWAAY ADVISORY | DEWAAY ADVISORY, LLC | INSIGHT WEALTH MANAGEMENT | KARSTEN FINANCIAL, LP | STRATEGIC WEALTH ADVISORY GROUP | THE BOTSFORD GROUP, INC

CRD#: 144449 / SEC#: 801-68078

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Contact information


Main Address
8711 Northpark Court, Johnston, IA 50131
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

COMMERCE WEALTH ADVISERS, LLC (3/28/2014)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COMMERCE WEALTH ADVISERS, LLC

CRD#: 144449

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