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Donald R. Hall

Advisor at Csenge Advisory Group, LLC — Booneville, AR

Updated today

Credentials

Series 63, Series 66

Experience

25 years

Location

Booneville, AR 72927

Csenge Advisory Group, LLC logo

Csenge Advisory Group, LLC

Multi-team

Total advisors

71

Across 39 offices

Clients per advisor

101 Very High

Avg AUM per client

$434,535 Low

HNW client ratio

12% Low

About

Donald Hall is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Integrity Alliance, Lion Street Financial, FSC Securities, and Csenge Advisory Group since 2020. Hall is also the owner of Wealth Strategies LLC. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients, including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a combined fundamental and technical analysis approach with a rigorous relative-strength methodology to construct portfolios primarily of mutual funds and ETFs.

Client services

Based on Csenge Advisory Group, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Asset allocation services

Occupation focus

Based on Csenge Advisory Group, LLC

Founder/Business Owner Retired

Demographic focus

Based on Csenge Advisory Group, LLC

Approaching retirement

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Fee options

Fixed

Financial planning fixed fees: Level One $750, Level Two $1,250, Level Three $2,000; Corporate consulting fixed fee $5,000-$100,000.

Percentage

$0+: 2.35% (Asset Management Programs maximum annual fee) $0+: 1.50% (Asset Allocation Services maximum annual fee) $0+: Up to 2.5% (Third-Party Management Programs, negotiable, combined fees will not exceed 2.5%) $0+: 1.5% (Corporate Investment and Retirement Plan Services maximum annual fee)

Commissions

Advisor representatives may earn commissions if implementing financial plans through broker dealer or insurance products through insurance companies.

Project-based

Certified Financial Planner: up to $500/hour; Associate: up to $125/hour; Corporate consulting hourly fee $50-$500/hour.

Other

Fee-only: Financial planning and consulting services offered on fixed or hourly basis; fees generally not negotiable except hourly range provided.

Location

See office

Booneville, AR

1623 Ridgeview Dr

Booneville AR 72927

Advisors at this office

1

Most active in

Arkansas

Work history

25 years of industry experience

Integrity Alliance, LLC

2025 - Present • 1 year

Booneville, AR

Lion Street Financial

2020 - Present • 6 years

Booneville, AR

Csenge Advisory Group, LLC

2020 - Present • 6 years

Booneville, AR

FSC Securities

2011 - 2020 • 9 years

Atlanta, GA

Fsc Securities Corp

2011 - 2020 • 9 years

Booneville, AR

Edward Jones

2007 - 2011 • 4 years

Booneville, AR

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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Isaac P

Series 66

Paris, AR

LaSalle St. Investment Advisors, L.L.C.

Isaac Pelts is a financial advisor at LaSalle St. Investment Advisors, L.L.C. He holds the Series 66 designation and has two years of industry experience. Prior to joining LaSalle St., he worked at LPL Financial and River Valley Wealth Management. Before entering the financial industry, he spent six years with the Lamar school district and four years at the University of the Ozarks. LaSalle St. Investment Advisors provides personalized financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, emphasizing a predominance of non-discretionary asset management.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Timothy C

Series 66

Paris, AR

LaSalle St. Investment Advisors, L.L.C.

Timothy Cleveland is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with 19 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial LLC, Wells Fargo Advisors, and Edward Jones. LaSalle St. Investment Advisors offers personalized, fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm provides both non-discretionary and discretionary investment programs, with a notable emphasis on managing a predominance of non-discretionary assets.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
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Fay R

Series 66

Booneville, AR

Edward Jones

Fay Ray is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2011. Outside of her advisory work, she serves as president of the Booneville Bearcat Football Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Samuel G

Series 66

Paris, AR

Edward Jones

Samuel Griffith is a financial advisor with Edward Jones in Paris, Arkansas, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, he spent 24 years at USA Truck Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and affiliated financial services, supported by a nationwide network of more than 23,700 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jeffrey O

Series 66

Paris, AR

Ameriprise

Jeffrey O'Neal is a financial advisor with Ameriprise in Paris, Arkansas, holding a Series 66 designation and six years of industry experience. He previously worked at Edward Jones for four years and has experience outside finance as a teacher at Subiaco Academy. His other activities include serving as a Justice of the Peace on the Logan County Quorum Court, president of the Rotary Club of Paris, and a member of the St. Joseph Catholic Church parish council. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides annual retirement planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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