DO
CFP
DO
CFP

Donald Gene O'neal

45 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
354 clients
Average Client Portfolio
$889K average
Assets Under Management
$314.7M

Fee Structure

Financial Planning:Included in AUM fee
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Location

19020 33rd Avenue W, Suite 390, Lynnwood, WA, 98036

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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.

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Other Business Activities

Donald is a football referee for the Snohomish County Football Association, dedicating about 10-20% of his time. He also owns 55% of Wayfinding Financial, spending nearly full-time on this investment-related activity, and serves as treasurer for Meadowview Estates at Edmonds Homeowner's Association, spending minimal time on it.

Employment History
Current Registrations
Wayfinding Financial, LLC
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
April 2013 - March 2020 · 6 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2013 - March 2020 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1991 - April 2013 · 21 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1986 - April 2013 · 27 yrs 2 mos
Prudential-Bache Securities INC.Broker
September 1983 - March 1986 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1980 - September 1983 · 3 yrs 6 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.