Donald
Bellefy

Spc

CRD#3096773
Investment Advisor
in West Des Moines, IA
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About this Advisor

Donald Bellefy is an advisor whose office is in West Des Moines, Iowa. Currently an advisor at Spc, they have gathered 11 years of professional experience as an investment advisor. Bellefy holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Bellefy can serve clients in Iowa, North Dakota and New Jersey. Throughout their career, Bellefy has worked at Ing, Directed Services LLC, Cnl Securities Corp, Sammons Financial Network and Spc. Spc is based out of West Des Moines, Iowa, and has 363 brick-and-mortar locations in the United States. As an advisor firm, Spc oversees $3 billion in assets throughout 21,505 accounts and retains more than 714 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 21,499 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Spc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

4546 Corporate Drive Suite 100
West Des Moines, IA 50266

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Spc Brokerage Details

Total Assets Under Management

$3,598,547,384

IA Average: $943,424,332
Total Number of Employees

729

IA Average: 21
Total Number of Accounts

23,132

IA Average: 1,586
Average Account Size

$155,566

IA Average: $594,845

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Donald Bellefy Work History

Donald has 11 years of experience.

2012 - Present (7 years)

Spc

2011 - Present (8 years)

Sammons Financial Network

2011 - 2011 (< 1 year)

Cnl Securities Corp

2007 - 2010 (3 years)

Ing

2007 - 2010 (3 years)

Directed Services LLC

Disclosures

Donald Bellefy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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