Unclaimed Profile

Donald John Raatz

STRATEGIC PORTFOLIO ADVISORS·LAS VEGAS, Nevada

Series 7, Series 9, Series 10, Series 63, Series 6523 years registeredSTRATEGIC PORTFOLIO ADVISORS

10161 PARK RUN DRIVE, LAS VEGAS, NV 89145CRD# 1058325Firm CRD# 132825

Profile Verification

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

Identity

Donald John Raatz · LAS VEGAS, NV

Registration

CRD #1058325 · STRATEGIC PORTFOLIO ADVISORS · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC PORTFOLIO ADVISORS

STRATEGIC PORTFOLIO ADVISORS

Nov 2005 – Jan 2021

LAS VEGAS, NV

TLCS INC.

Apr 2003 – Oct 2005

LAS VEGAS, NV

CONTINENTAL CAPITAL INVESTMENT SERVICES

Feb 2003 – Mar 2003

LAS VEGAS, NV

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 63

Series 65

Registration record

First registered · February 19, 2003

Years registered · 23

Disclosure History

2013Customer Dispute·Settled

1997Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

STRATEGIC PORTFOLIO ADVISORS

CRD 132825 · SEC 801-80703

AUM

$110M

Regulatory assets under management

Employees

285 client accounts

Services offered by STRATEGIC PORTFOLIO ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC PORTFOLIO ADVISORS →

Introduction

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Frequently Asked Questions

What services does Donald John Raatz offer?

Donald John Raatz specializes in Financial Planning, Investment Management.

What are Donald John Raatz's credentials?

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

Where is Donald John Raatz located?

Donald John Raatz is based in LAS VEGAS, Nevada, last registered with STRATEGIC PORTFOLIO ADVISORS.

How does Donald John Raatz charge for services?

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

How large is STRATEGIC PORTFOLIO ADVISORS?

STRATEGIC PORTFOLIO ADVISORS has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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