Donald Grant
KESTRA ADVISORY SERVICES
Wichita, KS 67206
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CRD#: 4505447
Professional summary
Donald Grant, CFP®, who also goes by Don Grant, Donald Grant Samuelson, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wichita, Kansas and KESTRA INVESTMENT SERVICES, LLC located in Wichita, Kansas.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donald has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Don Grant | Donald Grant Samuelson
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.
Busi Name: OrgO LLC Inv Rel: N Address: 7 E Swallow Lane Wichita KS 67230 NOB: Other /None of the Above unused at this time POS: principal Strt Date: 4/23/2015 Hrs/mo: 0% - 10% (0 - 16 hrs) Hrs/mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: nothing yet other than creator of LLC Busi Name: Donald Samuelson Inv Rel: N Address: 7 E Swallow Lane Wichita KS 67230 NOB: Real Estate POS: Owner and manager Strt Date: 2/15/2006 Hrs /mo: 0% - 10% (0 - 16 hrs) Hrs /mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: I maintain and manage three residential rental properties Busi Name: Wichita Wagonmasters Inv Rel: N Address: 1865 W Museum Bl Wichita KS 67203 NOB: Board Position (Board of Directors, Board of Trustees, etc.) POS: Board Member Start Date: 12/4/2003 Hrs/mo: 0% - 10% (0 - 16 hrs) Hrs/mo during trading hrs: 0% - 10% (0 - 14 hrs) Duties: guide the organization in it's purpose Busi Name: Carey,Thomas, Hoover and Breault Advisors Inv Rel: Y Address: 8080 E Central Suite 200 Wichita KS 67206 NOB: Investment Advisory services through an independent outside RIA POS: Certified Financial Planner and Investment Advisor Start Date: 8/16/2013 Hrs /mo: 100%+ (More than 160 hrs) Hrs /mo during trading hrs: Up to 100% (0 to 160 hrs) Duties: provide financial planning and securities investment guidance Busi Name: FORTIS ADVISORS LLC POS: Member NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 1 SECURITIES TRADING HRS: 1 START DATE: 10/25/2021 ADDRESS: 8080 E Central, Suite 200, wichita KS 67206m DESC: LLC was created solely for the purpose for accounts payable, payroll and vendor contracts (copier, phone, wifi, etc...) Busi Name: KESTRA ADVISORY SERVICES POS: Investment Advisor NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 10 SECURITIES TRADING HRS: 35 START DATE: 02/15/2022 ADDRESS: 8080 E Central, Suite 200, Wichita KS 67206 DESC: construct and maintain investment allocations for clients Busi Name: DON SAMUELSON AS LANDLORD - RENTAL PROPERTIES POS: owner NOB: Real Estate INV REL: Yes #OF HRS: 3 SECURITIES TRADING HRS: 0 START DATE: 02/15/2022 ADDRESS: 133 S Oakwood Street, Wichita KS 67218 DESC: I maintain and lease residential properties Busi Name: SABRE WEALTH POS: partner/investment advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Y #OF HRS: 120 SECURITIES TRADING HOURS: 32 START DATE: 01/03/2023 ADDRESS: 1223 N Rock Road, Suite G300, Wichita KS 67206 DESC: I will provide investment advisory and financial planning services to current clients. Busi Name: NSF PARTNERS, LLC POS: investor NOB: Real Estate INV REL: Y #OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2023 ADDRESS: 114 N St Francis, Wichita KS 67208 DESC: confer with investor partners for the best use of the commercial property. Busi Name: 1211 PARTNERS, LLC POS: investor NOB: Real Estate INV REL: Y #OF HRS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/14/2023 ADDRESS: 1211 E Douglas Ave, Wichita KS 67208 DESC: I have invested personal assets, and work equally with other investment partners to make decisions on maintenance of the property.
CRS (Client Relationship Summary) - RIA
Click below to view Donald Grant'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®
Start date: 2007
Experience
Current
October 3, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1223 North Rock Rd Suite G300, Wichita, KS 67206RIA
CRD#: 283330
Wichita, KS
Current
October 14, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1223 North Rock Rd Suite G300, Wichita, KS 67206BD
CRD#: 42046
Wichita, KS
Past
August 16, 2013 - December 31, 2016
CAREY, THOMAS, HOOVER & BREAULT ADVISORS
RIA
CRD#: 155330
WICHITA, KS
Past
August 16, 2013 - October 17, 2016
CAREY, THOMAS, HOOVER, & BREAULT, INC.
BD
CRD#: 38367
WICHITA, KS
Past
June 1, 2009 - September 4, 2013
MORGAN STANLEY
RIA
CRD#: 149777
WICHITA, KS
Past
June 1, 2009 - September 4, 2013
MORGAN STANLEY
BD
CRD#: 149777
WICHITA, KS
Past
April 22, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
WICHITA, KS
Past
March 21, 2002 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
WICHITA, KS
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
Alabama(12/16/2019)
RR
Arizona(7/24/2017)
RR
Arkansas(10/14/2016)
RR
California(10/14/2016)
RR
Colorado(10/14/2016)
RR
Connecticut(7/24/2017)
RR
Florida(10/14/2016)
RR
Iowa(1/23/2025)
IAR
Kansas(10/3/2016)
RR
Kansas(10/14/2016)
RR
Louisiana(7/24/2017)
RR
Maryland(10/14/2016)
RR
Michigan(10/14/2016)
RR
Minnesota(6/6/2022)
RR
Missouri(10/14/2016)
RR
Nebraska(7/24/2017)
RR
Nevada(5/17/2018)
RR
North Carolina(7/25/2017)
RR
Ohio(7/24/2017)
RR
Oklahoma(10/14/2016)
RR
Texas(10/14/2016)
IAR
Texas(7/27/2023)
RR
Utah(7/24/2017)
RR
Virginia(7/24/2017)
RR
Washington(7/18/2023)
RR
Wisconsin(10/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Wichita, KS 67206TRUST BUT VERIFY
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