Donald
Goerner
Coppell Advisory Solutions LLC
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About this Advisor
Donald Goerner is a certified financial planner who works out of Coppell, Texas who has 6 years of relevant experience. Goerner is on the advisory team at Coppell Advisory Solutions LLC. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Spectrum Advisors, Inc and Fusion Capital Management. Goerner holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Coppell Advisory Solutions LLC is an advisory firm headquartered in Coppell, TX. It has offices in 57 locations and a total of 81 financial advisors. It manages $530 million in assets under management between its 5,646 accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 5,646 accounts, just 1% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Coppell Advisory Solutions LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically are based on which services are provided. Fee types billed by Coppell Advisory Solutions LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$529,728,395
81
5,646
$93,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Donald Goerner Work History
Donald has been registered as a financial advisor for 6 years.*
Fusion Capital Management
Purshe Kaplan Sterling Investments
Spectrum Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Goerner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coppell Advisory Solutions LLC
Cherry Hill, NJ
Orange, CA
La Verne, CA
Charleston, SC
Mechanicsburg, PA
Coppell, TX
Charleston, SC
Fort Myers, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
