Unclaimed Profile

Donald Sterling Hannahs

PLANNING SOLUTIONS GROUP, LLC·FULTON, Maryland

SIE, Series 6, Series 7, Series 22, Series 62, Series 63, Series 65CFP26 years registeredPLANNING SOLUTIONS GROUP, LLC

8161 MAPLE LAWN BLVD, FULTON, MD 20759CRD# 1661717Firm CRD# 154118

Profile Verification

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

Identity

Donald Sterling Hannahs · FULTON, MD

Registration

CRD #1661717 · PLANNING SOLUTIONS GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jan 2025 – present

OSAIC FA, INC.

Aug 2021 – Jan 2025

VIRGINIA BEACH, VA

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jul 2019 – Aug 2021

VIRGINIA BEACH, VA

TRIAD ADVISORS, LLC

Aug 2011 – Feb 2018

Fulton, MD

PLANNING SOLUTIONS GROUP, LLC

Nov 2010 – Sep 2019

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 1999 – Nov 2010

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · September 1, 1999

Years registered · 26

Professional designation · CFP

Disclosure History

2009Customer Dispute·Closed-No Action

2007Customer Dispute·Denied

1996Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

PLANNING SOLUTIONS GROUP, LLC

CRD 154118 · SEC 801-71722

AUM

$1.0B

Regulatory assets under management

Employees

2,029 client accounts

Services offered by PLANNING SOLUTIONS GROUP, LLC

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 PLANNING SOLUTIONS GROUP, LLC →

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 →

Looking for a financial advisor in FULTON?

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

Browse FULTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donald Sterling Hannahs offer?

Donald Sterling Hannahs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.

What are Donald Sterling Hannahs's credentials?

Donald Sterling Hannahs holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Sterling Hannahs located?

Donald Sterling Hannahs is based in FULTON, Maryland, working with PLANNING SOLUTIONS GROUP, LLC. Their office serves clients in the FULTON metropolitan area and surrounding communities.

How does Donald Sterling Hannahs charge for services?

Donald Sterling Hannahs'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 PLANNING SOLUTIONS GROUP, LLC?

PLANNING SOLUTIONS GROUP, LLC has approximately 32 employees and manages $1.0B 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 →