Donald W. Tendick
Professional summary
Donald William Tendick III, CFP®, who also goes by Trace William Tendick III, Trace Tendick, is a registered financial advisor currently at BLACKHAWK CAPITAL PARTNERS, LLC located in Thiensville, Wisconsin and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Thiensville, Wisconsin.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Donald has worked at 5 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald William Tendick III's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
July 27, 2011 - Present
BLACKHAWK CAPITAL PARTNERS, LLC
Office #1: 167 S. Main Street, Thiensville, WI 53092February 17, 2011 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 167 S Main St, Thiensville, WI 53092Office #2: 21090 N Pima Rd, Scottsdale, AZ 85255February 17, 2011 - June 22, 2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
September 23, 2010 - February 11, 2011
QA3 FINANCIAL CORP.
September 22, 2010 - February 11, 2011
QA3 FINANCIAL LLC
January 24, 2003 - September 23, 2010
FSC SECURITIES CORPORATION
January 24, 2003 - September 23, 2010
FSC SECURITIES CORPORATION
Primary Firm SEC Registration
BLACKHAWK CAPITAL PARTNERS, LLC
CRD#: 158020 / SEC#: 801-81107
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/11/2024)
(1/2/2024)
(2/17/2011)
(8/19/2025)
(6/27/2014)
(4/12/2011)
(2/17/2011)
(1/4/2023)
(8/26/2016)
(6/27/2014)
(6/27/2014)
(8/23/2018)
(2/2/2024)
(1/5/2015)
(2/17/2011)
(6/27/2014)
(6/27/2014)
(1/5/2015)
(3/19/2020)
(7/8/2016)
(12/8/2023)
(10/29/2018)
(6/27/2014)
(6/30/2014)
(6/27/2014)
(6/27/2014)
(11/4/2021)
(6/27/2014)
(1/4/2018)
(12/10/2015)
(8/23/2018)
(6/27/2014)
(6/27/2014)
(2/17/2011)
(7/27/2011)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
BLACKHAWK CAPITAL PARTNERS, LLC
CRD#: 158020 / SEC#: 801-81107
Contact information
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 295 |
| AUM (Assets Under Management) | $ 336,418,039 |
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
BLACKHAWK CAPITAL PARTNERS, LLC
CRD#: 158020Thiensville, WI 53092TRUST BUT VERIFY
Monitor Donald Tendick
Get automatic monthly alerts on: