Unclaimed Profile

Donald Leo Haisman

HAISMAN WEALTH MANAGEMENT, INC.·FORT MYERS, Florida

Series 1, Series 7, Series 24, Series 63, Series 6523 years registeredHAISMAN WEALTH MANAGEMENT, INC.

6830 PORTO FINO CIRCLE, FORT MYERS, FL 33912CRD# 808859Firm CRD# 108640

Profile Verification

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

Identity

Donald Leo Haisman · FORT MYERS, FL

Registration

CRD #808859 · HAISMAN WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HAISMAN WEALTH MANAGEMENT, INC.

CARNEGIE INVESTMENT COUNSEL

Jun 2015 – Jul 2021

FORT MYERS, FL

HAISMAN WEALTH MANAGEMENT, INC.

Jul 2003 – Dec 2018

FORT MYERS, FL

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · July 11, 2003

Years registered · 23

Disclosure History

2008Customer Dispute·Withdrawn

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HAISMAN WEALTH MANAGEMENT, INC.

CRD 108640 · SEC 801-55611

AUM

$34M

Regulatory assets under management

Employees

208 client accounts

Services offered by HAISMAN WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAISMAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Leo Haisman offer?

Donald Leo Haisman specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Leo Haisman's credentials?

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

Where is Donald Leo Haisman located?

Donald Leo Haisman is based in FORT MYERS, Florida, last registered with HAISMAN WEALTH MANAGEMENT, INC..

How does Donald Leo Haisman charge for services?

Donald Leo Haisman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: share in fees charged by sub-adviser.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAISMAN WEALTH MANAGEMENT, INC.?

HAISMAN WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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