Donald L. Wettstein
DLW PLANNING
Normal, IL
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CRD#: 6340475
Professional summary
Donald L Wettstein, CFP® is a registered financial advisor currently at DLW PLANNING INC. located in Normal, Illinois.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Donald has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Donald L Wettstein'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: 1997
Experience
Current
July 17, 2014 - Present
DLW PLANNING INC.
RIA
CRD#: 171690
Normal, IL
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.Highlighted states indicate IAR registrations
IAR
Illinois(7/17/2014)
Exams
Current Firm
DP
DLW PLANNING INC.
DLW PLANNING INC.
CRD#: 171690 / SEC#:
Illinois
Registered Investment Advisory firm - (7/17/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Normal, IL
Mailing Address
Phone number
(309) 825-6949
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 11,116,494 |
Red Flags
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