DONALD R. WAESCHE
Ponce Inlet, FL
CRD#: 713589
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DONALD RANDOLPH WAESCHE
Professional summary
DONALD RANDOLPH WAESCHE, CFP®, who also goes by Randy Waesche, was a registered financial advisor .
DONALD is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. DONALD had worked at 5 firms and has passed the Series 1 exam.
Biography
Randy serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Randy brings to his clients more than 40 years of experience in the financial services industry. Prior to joining Creative Planning, he was the President and CEO of a large independent registered investment advisory firm. He is a former national board member for the Institute of Certified Financial Planners, the predecessor of the Financial Planning Association (FPA) and serves as a judge at the University of Vermont’s Global Family Enterprise Case Competition. Civically, Randy served on the Board of Directors and Executive Committee for the Mary Bird Perkins Cancer Center for 13 years and continues to serve on the finance committee. He served on the Board of Directors of the Northshore Community Foundation and is currently on the Board of WWNO, the local NPR affiliate. In the past, he has served on the Boards of the Lake Pontchartrain Basin Foundation, the West St. Tammany Parish YMCA, and the St. Tammany Parish Economic Development Foundation.
Randy was selected by Biz New Orleans magazine (2022*), as one of New Orleans 500 influential, involved, and inspiring business leaders.
Randy earned a Bachelor of Science degree from Regis University in Denver, Colorado. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards. Randy has earned Fellow status as well as certificates in Family Business Planning and Family Wealth Advising as awarded by the Family Firm Institute*.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
Randy Waesche
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)
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®
Start date: 1987
Experience
Current
May 28, 2026 - Present
Office #3: 3330 Causeway Blvd. Suite 400, Metairie, LA 70002
Ponce Inlet, FL
Past
December 23, 2021 - January 2, 2024
CREATIVE PLANNING
RIA
CRD#: 105348
Metairie, LA
Past
June 2, 2011 - March 23, 2022
RESOURCE MANAGEMENT, LLC
RIA
CRD#: 110231
METAIRIE, LA
Past
November 20, 1980 - June 13, 1986
FINANCIAL PLANNERS EQUITY CORPORATION
BD
CRD#: 7420
Past
August 14, 1980 - November 24, 1980
INDEPENDENT FINANCIAL PLANNERS CORPORATION
BD
CRD#: 653
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
Connecticut(5/28/2026)
IAR
Texas(5/28/2026)
Exams
General Industry/Product Exam
RR
Series 1
Date: 8/9/1980
Registered Representative ExaminationCurrent firm
No current employment
Red Flags
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