DB
DB

Douglas Duane Bennett

37 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
5,401 clients
Average Client Portfolio
$716K average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Loading...

Location

3310 Mesa Way, Suite 101, Lawrence, KS, 66049

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Douglas is the owner of First Trust of Kansas, a personal corporation, since 1993, dedicating minimal time. He is also a partner at Fifteen:22 Financial Partners, an investment services firm, since 2017, spending nearly full-time hours. Douglas is also an agent at Creative One Diversified Financial Services since 2020, selling fixed annuities and life insurance, dedicating minimal time.

Employment History
Current Registrations
Nations Financial Group, INC.
August 2010 - Present · 15 yrs 6 mos
Nations Financial Group, INC.Broker
August 2010 - Present · 15 yrs 6 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
February 2002 - August 2010 · 8 yrs 6 mos
Berthel, Fisher & Company Financial Services, INC.Broker
November 1993 - August 2010 · 16 yrs 9 mos
Offerman & CompanyBroker
January 1991 - November 1993 · 2 yrs 10 mos
First American National Securities, INC.Broker
September 1988 - January 1991 · 2 yrs 4 mos
State Registrations23 states
ALARAZCACOFLIAILINKSMIMNMONCNVOHOKPARISCTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.