Unclaimed Profile

Donald Gene O'neal

WAYFINDING FINANCIAL, LLC·LYNNWOOD, Washington

SIE, Series 7, Series 8, Series 63, Series 66CFPClean record35 years registeredWAYFINDING FINANCIAL, LLC

19020 33RD AVENUE W, LYNNWOOD, WA 98036CRD# 705908Firm CRD# 306208

Profile Verification

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

Identity

Donald Gene O'neal · LYNNWOOD, WA

Registration

CRD #705908 · WAYFINDING FINANCIAL, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WAYFINDING FINANCIAL, LLC

WAYFINDING FINANCIAL, LLC

Mar 2020 – Dec 2025

LYNNWOOD, WA

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Apr 2013 – Mar 2020

LYNNWOOD, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 1991 – Apr 2013

EVERETT, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 63

Series 66

Registration record

First registered · May 17, 1991

Years registered · 35

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WAYFINDING FINANCIAL, LLC

CRD 306208 · SEC 801-118057

AUM

$292M

Regulatory assets under management

Employees

908 client accounts

Services offered by WAYFINDING FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WAYFINDING FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Gene O'neal offer?

Donald Gene O'neal specializes in Financial Planning, Investment Management.

What are Donald Gene O'neal's credentials?

Donald Gene O'neal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Gene O'neal located?

Donald Gene O'neal is based in LYNNWOOD, Washington, last registered with WAYFINDING FINANCIAL, LLC.

How does Donald Gene O'neal charge for services?

Donald Gene O'neal'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 WAYFINDING FINANCIAL, LLC?

WAYFINDING FINANCIAL, LLC has approximately 4 employees and manages $292M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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