Don Wanek
Advisor Onboarding Analyst @ LPL Financial | Compliance, Risk Management | USN Chief Petty Officer | Bend, Oregon, United States
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Don Wanek’s Emails do****@na****.mil
Don Wanek’s Phone Numbers +1812854****
Social Media
Don Wanek’s Location Bend, Oregon, United States
Don Wanek’s Expertise Advisor Onboarding Analyst @ LPL Financial | Compliance, Risk Management | USN Chief Petty Officer
Don Wanek’s Current Industry LPL Financial
Don
Wanek’s Prior Industry
Phillips and Company Wealth Strategies
|
US Navy
|
The Crescere Agency
|
Atria Wealth Solutions
|
Cetera Financial Group
|
LPL Financial
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Work Experience
LPL Financial
Advisor Onboarding Analyst | Compliance Officer
2024-04-01 — Present
Cetera Financial Group
Complex Product Suitability Analyst | Compliance Officer
2023-02-01 — 2024-04-01
Atria Wealth Solutions
Business Consultant | Compliance Officer
2022-12-01 — 2023-02-01
The Crescere Agency
Founder - CEO
2021-12-01 — Present
US Navy
Intelligence Specialist Chief Petty Officer - NIFR REDCEN SD Command Career Counselor
2021-11-01 — Present
US Navy
Expeditionary Warfare Intelligence Specialist
2005-12-01 — 2021-11-01
Phillips and Company Wealth Strategies
Compliance Officer
1999-03-01 — 2002-04-01Skills
Languages
Don Wanek Email Addresses
Don Wanek Phone Number
FAQ About Don Wanek
-
Don Wanek is located at
Bend, Oregon, United States -
Don Wanek is a
Advisor Onboarding Analyst @ LPL Financial | Compliance, Risk Management | USN Chief Petty Officer LPL Financial -
Don Wanek currently works in the
LPL Financial -
Don Wanek specializes in
Advisor Onboarding Analyst @ LPL Financial | Compliance, Risk Management | USN Chief Petty Officer -
Don Wanek speaks the following languages:
English -
Don Wanek has prior experience in the following industries:
Cetera Financial Group , Atria Wealth Solutions , US Navy , Phillips and Company Wealth Strategies -
Don Wanek has the following professional experience:
LPL Financial , Cetera Financial Group , Atria Wealth Solutions , The Crescere Agency , US Navy , US Navy , Phillips and Company Wealth Strategies . -
You can view Don Wanek’s
LinkedIn profile at LinkedIn URL. -
Don Wanek’s work email addresses are
[email protected] . -
Don Wanek works at
LPL Financial
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