Donna H. Gordon
WESBAN FINANCIAL CONSULTANTS, P.C.
BIRMINGHAM, AL 35242
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CRD#: 1469265
Professional summary
Donna Howard Gordon, CFP®, who also goes by Donna H Minshew, Donna Howard Minshew, Donna Kay Minshew, is a registered financial advisor currently at WESBAN FINANCIAL CONSULTANTS, P.C. located in Birmingham, Alabama.
Donna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Donna has worked at 1 firm and has passed the Series 63 exam.
Biography
Donna is the President and Chief Investment Officer for Wesban Financial Consultants. She has over 25 years of investment management and financial planning experience. Wesban's team approach allows her extensive experience to benefit all clients. Donna accumulated a wealth of real world business experience prior to joining Wesban. Her background includes experience in education, real estate and the supply industries. In 1984 she joined Wesban as Office Manager and was responsible for complete client relationship service and portfolio monitoring while also managing firm technology and compliance. Joining Wesban proved to be a watershed event in her career. She soon discovered a passion in helping clients achieve their most important goals using the financial planning process. Shortly thereafter she enrolled in The College of Financial Planning's Para-planner certification course becoming among the first Registered Para-planners in the State of Alabama. Donna later completed all the requirements to become a Certified Financial Planner™ which is now the premier designation among financial advisors. She is also a Registered Financial Advisor with the National Association of Personal Financial Advisors (www.napfa.org). NAPFA requires advisors to offer Fee-Only comprehensive financial advice while adhering to the highest standards of care for clients.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Middle Income Client Needs
Millennials
Novice Investors
Retirement Plan Investment Adv...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Donna H Minshew | Donna Howard Minshew | Donna Kay Minshew
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.
Trinity Counseling, Inc.; Not Investment Related; Birmingham, AL; Counseling; Board of Directors; Meet 2-3 times per year. Little Whiskers Rescue Ranch; Not Investment Related; Birmingham, AL; Charity; Rescue Kittens and adult cats; President; No time spent on this activity; Started 08/2024.
CRS (Client Relationship Summary) - RIA
Click below to view Donna Howard Gordon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
May 1, 2001 - Present
WESBAN FINANCIAL CONSULTANTS, P.C.
Office #1: 1800 Providence Park Suite 250, Birmingham, AL 35242RIA
CRD#: 110531
BIRMINGHAM, AL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(5/1/2001)
Exams
State Security Law Exam
Current Firm
WESBAN FINANCIAL CONSULTANTS, P.C.
WESBAN FINANCIAL CONSULTANTS, P.C.
CRD#: 110531 / SEC#: 801-60181
RIA
Registered Investment Advisory firm - (5/17/2012 Terminated)Alabama
Registered Investment Advisory firm - (5/4/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1800 Providence Park, Suite 200, Birmingham, AL 35242
Mailing Address
Phone number
(205) 995-7778
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 275 |
| AUM (Assets Under Management) | $ 56,414,190 |
Red Flags
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Company Information
WESBAN FINANCIAL CONSULTANTS, P.C.
CRD#: 110531Birmingham, AL 35242TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
