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Donald Dee Friend

SENTINEL WEALTH ADVISORS, LLC·WESTWOOD, Kansas
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1901 WEST 47TH PLACE, WESTWOOD, KS 66205CRD# 4700391Firm CRD# 136370
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
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
1 disclosure on file
View on FINRA BrokerCheck →

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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.
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Other advisors in WESTWOOD
Andrea C. Wilson — SENTINEL WEALTH ADVISORS, LLCJames Hugh Cooper — SENTINEL WEALTH ADVISORS, LLCBruce Joseph Bradley — SENTINEL WEALTH ADVISORS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
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