AdvisorOS Directory
Claim Profile
Unclaimed Profile
DF

Donald Dee Friend

SENTINEL WEALTH ADVISORS, LLC·WESTWOOD, Kansas
SENTINEL WEALTH ADVISORS, LLC
1901 WEST 47TH PLACE, WESTWOOD, KS 66205CRD# 4700391Firm CRD# 136370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Dee Friend · WESTWOOD, KS
Registration
CRD #4700391 · SENTINEL WEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Donald Dee Friend is a registered financial advisor based in WESTWOOD, Kansas, affiliated with SENTINEL WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
Introduction

Speak with Donald

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donald is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SENTINEL WEALTH ADVISORS, LLC
SENTINEL WEALTH ADVISORS, LLC
AUM
$31M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SENTINEL WEALTH ADVISORS, LLC →
Services
Financial planning
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4700391
Firm CRD# 136370
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTWOOD?

Browse all registered financial advisors in WESTWOOD, Kansas or claim this profile if it's yours.

Browse WESTWOOD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Donald Dee Friend offer?
Donald Dee Friend specializes in Financial Planning. Contact their office in WESTWOOD, Kansas for a consultation.
What are Donald Dee Friend's credentials?
Donald Dee Friend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Dee Friend located?
Donald Dee Friend is based in WESTWOOD, Kansas, working with SENTINEL WEALTH ADVISORS, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Donald Dee Friend charge for services?
Donald Dee Friend'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 SENTINEL WEALTH ADVISORS, LLC?
SENTINEL WEALTH ADVISORS, LLC has approximately 6 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SENTINEL WEALTH ADVISORS, LLC

Bruce Joseph Bradley
WESTWOOD, KS
Andrea C. Wilson
WESTWOOD, KS
James Hugh Cooper
WESTWOOD, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)LENEXA (30)PRAIRIE VILLAGE (26)MISSION WOODS (18)MERRIAM (17)SALINA (13)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile