Donald W. Hubbs

PRIVATE WEALTH CONSULTING

KANSAS CITY, MO

Some features on this profile are disabled

CRD#: 2522880

Professional summary

Donald Wayne Hubbs, who also goes by Don Hubbs, is a registered financial advisor currently at PRIVATE WEALTH CONSULTING, LLC located in Kansas City, Missouri.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Donald has worked at 14 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Don Hubbs

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) - RIA

Click below to view Donald Wayne Hubbs's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 23, 2026 - Present

PRIVATE WEALTH CONSULTING, LLC

RIA

CRD#: 336590

KANSAS CITY, MO

Past

September 7, 2012 - July 23, 2026

SEACREST WEALTH MANAGEMENT, LLC

RIA

CRD#: 147092

KANSAS CITY, MO

Past

May 30, 2007 - May 15, 2009

LPL FINANCIAL LLC

RIA

CRD#: 6413

KANSAS CITY, MO

Past

May 29, 2007 - May 15, 2009

LPL FINANCIAL LLC

CRD#: 6413

KANSAS CITY, MO

Past

February 14, 2007 - February 27, 2007

M&I INVESTMENT MANAGEMENT CORP.

RIA

CRD#: 109802

MILWAUKEE, WI

Past

June 1, 2006 - February 27, 2007

M&I FINANCIAL ADVISORS, INC

CRD#: 16517

LEAWOOD, KS

Past

April 19, 2001 - June 1, 2006

GOLD CAPITAL MANAGEMENT INC.

CRD#: 7036

LEAWOOD, KS

Past

October 14, 1998 - April 19, 2001

MIDWEST CAPITAL MANAGEMENT INC.

CRD#: 39880

OVERLAND PARK, KS

Past

July 7, 1997 - November 4, 1998

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

April 4, 1996 - July 15, 1997

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

April 24, 1995 - May 1, 1995

MAIN STREET MANAGEMENT COMPANY

CRD#: 547

BOSTON, MA

Past

April 20, 1995 - April 15, 1996

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

April 20, 1995 - April 15, 1996

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 29, 1994 - April 19, 1995

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

OVERLAND PARK, KS

Past

August 12, 1994 - August 30, 1994

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

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

Florida
(6/3/2026)

IAR

Missouri
(3/23/2026)

IAR

Texas
(3/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/10/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/11/1994

General Securities Representative Examination

Current Firm

PRIVATE WEALTH CONSULTING, LLC

CRD#: 336590 / SEC#: 801-135001

RIA

Registered Investment Advisory firm - (1/7/2026 120-Day Approval)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Kansas City, MO

Mailing Address

Phone number

(816) 888-9888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (11/20/2025)

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Donald W. Hubbs

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Wayne Hubbs's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEACREST WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

M&I INVESTMENT MANAGEMENT CORP.

M&I FINANCIAL ADVISORS, INC

GOLD CAPITAL MANAGEMENT INC.

MIDWEST CAPITAL MANAGEMENT INC.

UMB FINANCIAL SERVICES, INC.

INVEST FINANCIAL CORPORATION

MAIN STREET MANAGEMENT COMPANY

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

VSR FINANCIAL SERVICES, INC.

INVESTACORP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2012

Series 63

Date: 8/10/1994

Series 7

Date: 8/11/1994

Current Firm

PRIVATE WEALTH CONSULTING, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PRIVATE WEALTH CONSULTING, LLC

TRUST BUT VERIFY

Similar Advisors