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Brant J. Donis

Some features on this profile are disabled
CRD#: 5259554
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brant Jeremy Donis, CFP®, who also goes by Brant Donis, was a registered financial professional .

Brant is a previously registered financial professional and started their career in finance in 2008. Brant had worked at 1 firm and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Brant Donis

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.
Personal Financial Counselor under the Department of Defense's Office of Financial Readiness program (FINRED), based out of the Naval Reserve Center of St. Louis. Employer is The Bowen Group, a subcontractor of Magellan Federal, which holds the DoD PFC contract as of August 2023. Bowen's address is 14200 Park Meadow Drive, Suite 250N, Chantilly, VA 20151. Entered Bowen payroll 8/26/2023. The position is full-time with a flexible schedule to incorporate weekend events. The position promotes financial literacy and readiness for military servicemembers/couples, with a goal of counseling, educating, and training in topics of financial importance, and offers a confidential resource outside the military chain of command in most cases.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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: 2009

Experience

Past

October 8, 2008 - December 31, 2023

LANDMARK FINANCIAL PLANNING, LLC

RIA
CRD#: 147878
ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/2/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2008
General Securities Representative Examination

Current Firm

LF
LANDMARK FINANCIAL PLANNING, LLC
BRANT JEREMY DONIS | LANDMARK FINANCIAL PLANNING, LLC

CRD#: 147878 / SEC#:

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Contact information

Main Address
7305 Manchester Rd Ste C5, St. Louis, MO 63143
Mailing Address
Phone number
(314) 657-7675
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

LANDMARK FINANCIAL PLANNING, LLC

CRD#: 147878

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