DR
Donald W. Ruppanner
CETERA INVESTMENT ADVISERS
MIDLAND, TX 79701
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CRD#: 3227540
DR
Donald Wayne RuppannerCETERA INVESTMENT ADVISERS
Professional summary
Donald Wayne Ruppanner is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Midland, Texas and CETERA WEALTH SERVICES, LLC located in Midland, Texas.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Donald has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Aliases
None
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.
1) Donald Ruppanner; Oil/Gas Exploration~Owner/Sole Proprietor~1/1/1987~1hrs~0hrs~ 800 W Wall St Ste C, Midland TX 79701; I own some working interests in some oil and gas properties which were acquired while I was an employee of an oil and gas exploration company. 2)DONALD RUPPANNER, CPA POSITION: Tax Preparation/Accounting NATURE: Tax Preparation/Accounting; IR; HRS 36; HRS 130; 04/01/2000; 800 W Wall St Ste C, Midland TX 79701; Tax planning and reporting 3) Power of Attorney - Bret Stewart; Agent under POA; Bret is my cousin and is not able to fully manage his financial affairs.NIR; 0; 09/23/2008; 800 W Wall St Ste C Midland TX 79701; I assist with making sure his bills are kept current and pay special attention to the medical bills and medical providers that he needs. 4) CorpNet 800 W Wall St Ste C~Midland~TX~79701~Other~Independent Contractor~ 8/24/2018~ NIR~1hrs~1hrs~Referral Program: I refer my client to CorpNet and they will work directly w/my client in gathering the data needed for the document preparation. Partner Program. 5) Tactical Wealth Management Inc 800 W Wall St Ste C~Midland~TX~79701~Other~12/17/2019~160hrs~130hrs~This is a corporate name for my Avantax business. 6) G 13 Angus Ranch Inc 800 W Wall St Ste C~Midland~TX~79701~Other~7/1/20~NIR~20hrs~0hrs~I will not be actively participating in the day-to-day operations at the ranch. My involvement will be passive in nature, consulting with my partner on business aspects and financing operations. I also maintain the accounting records which are then used for the tax return preparation. 7) RUPPANNER CATTLE COMPANY; Owner; Sole proprietorship. Initially I owned registered yearling bulls and some ranch equipment. I then contributed this livestock and related ranch equipment to a newly formed S-Corp, G 13 Angus Ranch Inc~NIR~8HR; 0HR; ST DT: 05/29/20; 800 W Wall St Ste C, Midland TX 79701; As the sole owner of Ruppanner Cattle Company, I provide all the functions for this business. Currently, the only activity is providing some financing for G 13 Angus Ranch Inc, of which I own 34%. 8) BRET ALAN STEWART SUPPLEMENTAL NEEDS TRUST; Trustee; I serve as the Trustee for this trust that was established for my cousin upon the passing of his mother. ~IR~1HR; 2HR; ST DT 03/22/21; 800 W Wall St, Ste C, Midland TX 79701; I do maintenance of the residential property, the investment of the assets in the brokerage account and providing for the needs of the beneficiary. 9) Ruppanner Living Trust; Trustee; Rental Property Ownership / Management; NIR; 1; 01/01/2012; 6008 Green Hill Ct Midland TX 79707; The Ruppanner Living Trust is a revocable grantor trust established when my wife and I transferred our ownership of Wyndham Vacation Resorts into the Trust. The outside business is related only to occasional rentals. 10) BOARD OF TRUSTEES FOR THE FIRST UNITED PENTECOSTAL CHURCH OF ODESSA; Board member; The Board of Trustee are responsible for signing any legal or financial documents, primarily related to the real estate owned by the church. NIR; HRS 1; HRS 0; 03/06/2025; 1700 N Texas Ave, Odessa TX 79762, United States; Consolidate this information with the previous submission. 11) NAME OF OTHER BUSINESS: FIRST UNITED PENTECOSTAL CHURCH ODESSA; INVESTMENT RELATED: NO; ADDRESS: 1700 N TEXAS AVE ODESSA, TX 79761; NATURE OF BUSINESS: NON PROFIT; START DATE: 02/2026; POSITION/TITLE/RELATIONSHIP: EXECUTIVE BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 0.25; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: GOVERNING BODY FOR THE BUSINESS ASPECTS OF THE CHURCH, CONSIDER MATTERS THAT ARE BROUGHT TO THE BOARD;
CRS (Client Relationship Summary) - RIA
Click below to view Donald Wayne Ruppanner'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 800 W Wall St Ste D, Midland, TX 79701RIA
CRD#: 105644
MIDLAND, TX
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 800 W Wall St Ste D, Midland, TX 79701BD
CRD#: 13572
MIDLAND, TX
Past
August 16, 2000 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
MIDLAND, TX
Past
April 11, 2000 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
MIDLAND, TX
Past
July 16, 1999 - April 13, 2000
INSTITUTIONAL SECURITIES CORPORATION
BD
CRD#: 20291
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(9/5/2025)
RR
Florida(9/5/2025)
RR
New Mexico(9/5/2025)
RR
New York(9/5/2025)
RR
Ohio(9/5/2025)
RR
Texas(9/5/2025)
IAR
Texas(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
