Donald W. Tendick

BLACKHAWK CAPITAL PARTNERS

Thiensville, WI 53092

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CRD#: 4456078

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

Are you a "fiduciary"?

Yes

Aliases

Trace William Tendick Iii | Trace Tendick

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 William Tendick III'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®

CFP^®

Certified Financial Planner

Start date: 2005

Experience

Current

July 27, 2011 - Present

BLACKHAWK CAPITAL PARTNERS, LLC

Office #1: 167 S. Main Street, Thiensville, WI 53092

RIA

CRD#: 158020

Thiensville, WI

Current

February 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 85255

RIA

CRD#: 20804

Thiensville, WI

Past

February 17, 2011 - June 22, 2012

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RIA

CRD#: 20804

SCOTTSDALE, AZ

Past

September 23, 2010 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

OMAHA, NE

Past

September 22, 2010 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

THEINSVILLE, WI

Past

January 24, 2003 - September 23, 2010

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BROOKFIELD, WI

Past

January 24, 2003 - September 23, 2010

FSC SECURITIES CORPORATION

CRD#: 7461

BROOKFIELD, WI

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".

BLACKHAWK CAPITAL PARTNERS, LLC

BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107

RIA

Registered Investment Advisory firm - (3/12/2015 Approved)

Arizona

Registered Investment Advisory firm - (3/12/2015 Terminated)

Michigan

Registered Investment Advisory firm - (7/15/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/12/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(1/11/2024)

Alaska
(1/2/2024)

Arizona
(2/17/2011)

Arkansas
(8/19/2025)

California
(6/27/2014)

Colorado
(4/12/2011)

Florida
(2/17/2011)

Georgia
(1/4/2023)

Idaho
(8/26/2016)

Illinois
(6/27/2014)

Indiana
(6/27/2014)

Iowa
(8/23/2018)

Maryland
(1/5/2015)

Massachusetts
(2/17/2011)

Michigan
(6/27/2014)

Minnesota
(6/27/2014)

Missouri
(1/5/2015)

Nebraska
(3/19/2020)

New Jersey
(7/8/2016)

New Mexico
(12/8/2023)

New York
(10/29/2018)

North Carolina
(6/27/2014)

Ohio
(6/30/2014)

Oklahoma
(6/27/2014)

Oregon
(6/27/2014)

Pennsylvania
(11/4/2021)

South Carolina
(6/27/2014)

Tennessee
(11/21/2025)

Texas
(1/4/2018)

Utah
(12/10/2015)

Vermont
(8/23/2018)

Virginia
(6/27/2014)

Washington
(6/27/2014)

Wisconsin
(2/17/2011)

IAR

Wisconsin
(7/27/2011)

Wyoming
(11/21/2025)

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: 8/7/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/19/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 9/25/2025

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 4/25/2008

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/15/2006

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

BLACKHAWK CAPITAL PARTNERS, LLC

BLACKHAWK ADVISORS, LLC | SILVERHAWK CAPITAL | BLACKHAWK CAPITAL PARTNERS, LLC | BLACKHAWK CAPITAL MANAGEMENT, LLC

CRD#: 158020 / SEC#: 801-81107

RIA

Registered Investment Advisory firm - (3/12/2015 Approved)

Arizona

Registered Investment Advisory firm - (3/12/2015 Terminated)

Michigan

Registered Investment Advisory firm - (7/15/2013 Terminated)

Wisconsin

Registered Investment Advisory firm - (3/12/2015 Terminated)

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Contact information

Main Address

167 S. Main Street, Thiensville, WI 53092

Mailing Address

Phone number

(262) 242-4487

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (12/3/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Donald W. Tendick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald William Tendick III's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLACKHAWK CAPITAL PARTNERS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

QA3 FINANCIAL CORP.

QA3 FINANCIAL LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

Primary Firm SEC Registration

BLACKHAWK CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2003

Series 63

Date: 12/19/2002

Series 52TO

Date: 9/25/2025

SIE

Date: 10/1/2018

Series 7

Date: 1/23/2003

Series 53

Date: 4/25/2008

Series 24

Date: 3/15/2006

FINRA

Current Firm

BLACKHAWK CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLACKHAWK CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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