Unclaimed Profile

Donald Kenneth Runkle

NATIONAL ASSET MANAGEMENT, INC.·BOCA RATON, Florida

SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record21 years registeredNATIONAL ASSET MANAGEMENT, INC.

5000 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2207727Firm CRD# 115927

Profile Verification

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

Identity

Donald Kenneth Runkle · BOCA RATON, FL

Registration

CRD #2207727 · NATIONAL ASSET MANAGEMENT, INC. · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NATIONAL ASSET MANAGEMENT, INC.

NATIONAL ASSET MANAGEMENT, INC.

Jan 2018 – Jun 2022

TAMPA, FL

COORDINATED CAPITAL SECURITIES, INC.

Feb 2015 – Nov 2017

OLDSMAR, FL

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 2009 – Apr 2014

SAINT PETERSBURG, FL

RAYMOND JAMES FINANCIAL SERVICES

Dec 2004 – Jan 2009

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · December 8, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

B. RILEY WEALTH ADVISORS, INC.

CRD 115927 · SEC 801-64837

AUM

$7.6B

Regulatory assets under management

Employees

457

20,038 client accounts

Services offered by B. RILEY WEALTH ADVISORS, 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 B. RILEY WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Kenneth Runkle offer?

Donald Kenneth Runkle specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Kenneth Runkle's credentials?

Donald Kenneth Runkle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Kenneth Runkle located?

Donald Kenneth Runkle is based in BOCA RATON, Florida, last registered with NATIONAL ASSET MANAGEMENT, INC..

How does Donald Kenneth Runkle charge for services?

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

How large is NATIONAL ASSET MANAGEMENT, INC.?

NATIONAL ASSET MANAGEMENT, INC. has approximately 457 employees and manages $7.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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