Donald G. Stonebarger

GREYSTONE CAPITAL PARTNERS GROUP LLC

Lake Quivira, KS

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CRD#: 4411617

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.

1) 1. Greystone Capital Group, LLC 2. Investment related 3. At Registered Location. 4. RIA Firm 5. Owner 6. 04/1/2021 7. 30 hrs/mo 8. 30 hrs during trading 9. Own and operate RIA. Work with clients regarding investment management and financial planning. 2) 1. Foundation Insurance Solutions 2. Not investment related 3. At Registered Location. 4. Insurance sales 5. Insurance agent 6. 01/2016 7. 5 hrs/mo 8. 5 hrs during trading 9. Work with clients to determine fixed insurance needs. 3) 1. Fixed Insurance 2. Investment Related 3. 616 E. 63rd St., Suite 201, Kansas City, MO 64110 4. Fixed / Traditional Insurance 5. Agent 6. 06/2018 7. 4hrs/mo 8. 4 hrs during trading 9. Sales of Fixed / Traditional insurance products. 4) Lake Quivira Investment Club. Investment Related. 550 Terrace Trail East, Lake Quivira, KS 66217. Investment Club. Member. 9/2024. 1 Hr/Mo; 0 During Trading Hours. Attend monthly dinner meeting where stock portfolio is discussed. The club owns around 25 individual stocks which are discussed during the during the dinner.

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

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.

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

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.

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

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.

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

Colorado
(8/2/2021)

IAR

Kansas
(5/20/2021)

Kansas
(8/2/2021)

Maryland
(8/2/2021)

Missouri
(9/14/2021)

IAR

Missouri
(1/14/2022)

Montana
(9/14/2021)

IAR

Montana
(12/13/2021)

North Carolina
(8/2/2021)

Oklahoma
(8/2/2021)

IAR

Oklahoma
(3/10/2025)

South Dakota
(8/2/2021)

IAR

Texas
(4/17/2025)

Washington
(12/3/2021)

Wyoming
(8/2/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/27/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 9/23/2002

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/3/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 34,127,214

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Donald G. Stonebarger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Gregory Stonebarger's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

QUESTAR ASSET MANAGEMENT, INC.

QUESTAR CAPITAL CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2001

Series 99TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/27/2001

Series 53

Date: 9/23/2002

Series 24

Date: 4/3/2002

FINRA

Current Firm

GREYSTONE CAPITAL PARTNERS GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREYSTONE CAPITAL PARTNERS GROUP LLC

TRUST BUT VERIFY

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