David W. Donhoff

LEVERAGE PLANNERS WEALTH MANAGEMENT

Bellevue, WA 98005

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CRD#: 6658159

Professional summary

David Wayne Donhoff is a registered financial advisor currently at LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC located in Bellevue, Washington.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. David has worked at 2 firms and has passed the Series 65 exam.

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.

No Bull Financial, LLC dba Leverage Planners; investment related; started 09/2001; insurance sales and services. Less than 20% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Donhoff'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®

None

Experience

Current

June 28, 2017 - Present

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Office #1: 310 120th Ave Ne Suite 205, Bellevue, WA 98005Office #2: 6100 219th Street Sw, Mountlake Terrace, WA 98043Office #3: 707 S Grady Way, Renton, WA 98057

RIA

CRD#: 288599

Bellevue, WA

Past

July 21, 2016 - December 31, 2017

LEVERAGE PLANNERS

RIA

CRD#: 283864

BELLEVUE, WA

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

Washington
(6/28/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2016

Uniform Investment Adviser Law Examination

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

CRD#: 288599 / SEC#:

Washington

Registered Investment Advisory firm - (6/28/2017 Approved)

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Contact information

Main Address

310 120th Ave Ne Suite 205, Bellevue, WA 98005

Mailing Address

Phone number

(425) 223-4520

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	147
AUM (Assets Under Management)	$ 25,373,239

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David W. Donhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Wayne Donhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

LEVERAGE PLANNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2016

Current Firm

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEVERAGE PLANNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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