Unclaimed Profile

Donald Wayne Hultgren

WEDBUSH SECURITIES INC.·LOS ANGELES, California

SIE, Series 7, Series 16, Series 24, Series 63, Series 99TOCFAClean recordWEDBUSH SECURITIES INC.

ATTN: COMPLIANCE DEPT., LOS ANGELES, CA 90017CRD# 1475369Firm CRD# 877

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Wayne Hultgren · LOS ANGELES, CA

Registration

CRD #1475369 · WEDBUSH SECURITIES INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 16

Series 24

Series 63

Series 99TO

Registration record

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEDBUSH SECURITIES INC.

CRD 877 · SEC 801-6358

AUM

$5.7B

Regulatory assets under management

Employees

950

10,099 client accounts

Services offered by WEDBUSH SECURITIES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEDBUSH SECURITIES INC. →

Introduction

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Frequently Asked Questions

What services does Donald Wayne Hultgren offer?

Donald Wayne Hultgren specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Donald Wayne Hultgren's credentials?

Donald Wayne Hultgren holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Wayne Hultgren located?

Donald Wayne Hultgren is based in LOS ANGELES, California, working with WEDBUSH SECURITIES INC.. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Donald Wayne Hultgren charge for services?

Donald Wayne Hultgren's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDBUSH SECURITIES INC.?

WEDBUSH SECURITIES INC. has approximately 950 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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