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Donald Kent Denton

Advisor at Roland, Criss Investment Research, LLC — Arlington, TX

Updated today

Credentials

Series 63, Series 65

Experience

11 years

Location

Arlington, TX 76006

Roland, Criss Investment Research, LLC logo

Roland, Criss Investment Research, LLC

Independent

Total advisors

1

Clients per advisor

9 Low

Avg AUM per client

$0 Very Low

HNW client ratio

0% Low

About

Donald Denton is a financial advisor at Roland, Criss Investment Research, LLC in Arlington, TX, holding Series 63 and Series 65 licenses with 10 years of industry experience. He also serves as Vice President of Compliance and Certifications and analyst at Roland, Criss & Williams, LLC, a role he has held since 2008. Roland, Criss Investment Research provides advisory and consulting services primarily to retirement plans, plan sponsors, trustees, endowments, foundations, and other institutional or corporate clients. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term asset-class diversification, quantitative fund selection, and a passive tilt where appropriate, focusing on pension consulting and assets-under-advisement work rather than discretionary portfolio management.

Client services

Based on Roland, Criss Investment Research, LLC

Pension consulting Educational seminars or workshops Assets under advisement

Occupation focus

Based on Roland, Criss Investment Research, LLC

Retired

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Fee options

Fixed

Flat fees may be charged for advisory services; details are negotiable.

Project-based

Hourly rates range from $200/hour to $400/hour for advisory and consulting services.

Other

Fee-only: Fees may be charged as a percentage of assets under advisement up to 0.25% annually (negotiable), or as a flat fee, or hourly rates ranging from $200/hour to $400/hour. Annual fees may reach up to 2% depending on client complexity. Consulting services fees are hourly at $200-$400/hour.

Location

Arlington, TX

2221 E Lamar Blvd., Suite 130

Arlington TX 76006

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

11 years of industry experience

Roland, Criss Investment Research, LLC

2018 - Present • 8 years

Arlington, TX

Roland, Criss & Williams, LLC

2008 - Present • 18 years

Arlington, TX

Roland, Criss Investments Corp.

1999 - 2002 • 3 years

Arlington, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Frederick T

Series 65

Dallas, TX

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Business sale tax planning Retirement income strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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Evan M

Series 66, Series 7

Arlington, TX

Stirlingshire Investments

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Series 66, CFP®, ChFC®, Series 7

Fort Worth, TX

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General tax planning Roth conversion strategy Retirement income strategy Retired Entertainment Industry Self-Employed Approaching retirement Retired Gen Y/Millennials (Born 1980-1995)
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John W

Series 63, Series 65, Series 66

Dallas, TX

Coppell Advisory Solutions LLC

John Wessels is a financial advisor at Coppell Advisory Solutions LLC with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Fusion Capital Management, Wessels Financial Services, Merrill, Northwestern Mutual Investment Management, and Robert Baird & Co. since 2002. Outside of advising, he is involved in insurance life and annuity sales as an agent and owner. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a broad investment toolkit and an open-architecture platform, managing over $1.1 billion in client assets as of December 31, 2025.

Retirement income strategy General estate planning guidance Cash flow / budgeting Concentrated stock management Private / alternative investments Executive Founder/Business Owner
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Kyle L

Series 65

Colleyville, TX

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General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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Austin T

CFA®, Series 63

Southlake, TX

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Active portfolio management Options & derivatives strategies Concentrated stock management
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