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DB

Donald L. Braegger

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CRD#: 1398627
DB

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 Lee Braegger, who also goes by Don Braegger, was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 1985. Donald had worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Don Braegger

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

November 21, 2013 - April 24, 2014

ADVANCED PRACTICE ADVISORS, LLC

RIA
CRD#: 154084
PAYSON, UT
Past

February 3, 2004 - September 18, 2012

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MONTEREY, CA
Past

January 29, 2004 - September 17, 2012

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MONTEREY, CA
Past

January 31, 2002 - August 22, 2002

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
SALT LAKE CITY, UT
Past

December 13, 2001 - August 22, 2002

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

April 17, 2000 - November 26, 2001

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

March 31, 1995 - April 19, 2000

ZIONS DIRECT, INC.

BD
CRD#: 17776
SALT LAKE CITY, UT
Past

July 26, 1994 - April 21, 1995

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 23, 1991 - June 17, 1994

B. C. ZIEGLER AND COMPANY

BD
CRD#: 61
CHICAGO, IL
Past

August 1, 1989 - January 22, 1990

MESIROW FINANCIAL, INC.

BD
CRD#: 2764
CHICAGO, IL
Past

December 9, 1988 - August 1, 1989

MESIROW CAPITAL, INC.

BD
CRD#: 21829
Past

September 25, 1985 - October 23, 1987

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158

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
IAR
Series 65
Date: 12/2/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AP
ADVANCED PRACTICE ADVISORS, LLC
ADVANCED PRACTICE ADVISORS, LLC | SZTROM WEALTH MANAGEMENT INCORPORATED | STAPLETON WEALTH MANAGEMENT LLC | REALIZED WEALTH MANAGEMENT, LLC | RADIAL WEALTH MANAGEMENT | KLING PARTNERS, LLC | KINGSTONE CAPITAL PARTNERS | INGHAM WEALTH MANAGEMENT | INDEPENDENT FIDUCIARY GROUP | HIPPOCRATIC FINANCIAL ADVISORS | DEFINE FINANCIAL

CRD#: 154084 / SEC#: 801-71514

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Contact information


Main Address
La Quinta, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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


ADVANCED PRACTICE ADVISORS, LLC

CRD#: 154084

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