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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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Donald Gregory Stonebarger

Donald G. Stonebarger

GREYSTONE CAPITAL PARTNERS GROUP
Lake Quivira, KS
Some features on this profile are disabled
CRD#: 4411617
Donald Gregory Stonebarger

Professional summary

Donald Gregory Stonebarger, CFP® is a registered financial advisor currently at GREYSTONE CAPITAL PARTNERS GROUP LLC located in Lake Quivira, Kansas and PURSHE KAPLAN STERLING INVESTMENTS located in Kansas City, Missouri.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Donald has worked at 7 firms and has passed the Series 66, Series 99TO, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Gregory Stonebarger'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®

Certified Financial Planner

Start date: 2005

Experience

Current

May 20, 2021 - Present

GREYSTONE CAPITAL PARTNERS GROUP LLC

Office #2: 616 East 63rd Street Suite 201, Kansas City, MO 64110
RIA
CRD#: 312326
Lake Quivira, KS
Current

August 2, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 616 E. 63rd Street Ste 201, Kansas City, MO 64110
BD
CRD#: 35747
Kansas City, MO
Past

March 1, 2019 - June 11, 2021

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
KANSAS CITY, MO
Past

March 1, 2019 - June 11, 2021

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
KANSAS CITY, MO
Past

March 3, 2011 - March 1, 2019

QUESTAR ASSET MANAGEMENT, INC.

RIA
CRD#: 133358
KANSAS CITY, MO
Past

March 3, 2011 - March 1, 2019

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
KANSAS CITY, MO
Past

February 11, 2010 - February 1, 2011

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
OVERLAND PARK, KS
Past

February 11, 2010 - February 1, 2011

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
OVERLAND PARK, KS
Past

August 7, 2001 - February 3, 2010

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OVERLAND PARK, KS
Past

June 28, 2001 - February 3, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OVERLAND PARK, KS

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
Colorado
(8/2/2021)
IAR
Kansas
(5/20/2021)
RR
Kansas
(8/2/2021)
RR
Maryland
(8/2/2021)
RR
Missouri
(9/14/2021)
IAR
Missouri
(1/14/2022)
RR
Montana
(9/14/2021)
IAR
Montana
(12/13/2021)
RR
North Carolina
(8/2/2021)
RR
Oklahoma
(8/2/2021)
IAR
Oklahoma
(3/10/2025)
RR
South Dakota
(8/2/2021)
IAR
Texas
(4/17/2025)
RR
Washington
(12/3/2021)
RR
Wyoming
(8/2/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/29/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/27/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 9/23/2002
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/3/2002
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

GC
GREYSTONE CAPITAL PARTNERS GROUP LLC
GREYSTONE CAPITAL PARTNERS GROUP LLC | LONERGAN ADVISORS | KC CAPITAL GROUP, LLC

CRD#: 312326 / SEC#:

Kansas
Registered Investment Advisory firm - (5/4/2021 Approved)
Missouri
Registered Investment Advisory firm - (5/18/2021 Approved)
Montana
Registered Investment Advisory firm - (4/19/2021 Approved)
Oklahoma
Registered Investment Advisory firm - (3/10/2025 Approved)
Texas
Registered Investment Advisory firm - (4/4/2025 Conditional Restricted)
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Contact information

Main Address
616 East 63rd Street Suite 201, Kansas City, MO 64110
Mailing Address
Phone number
(913) 562-2882
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts77
AUM (Assets Under Management)$ 34,127,214

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

GREYSTONE CAPITAL PARTNERS GROUP LLC

CRD#: 312326Lake Quivira, KS

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