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John Donaldson

Advisor at LPL Financial

Updated today

Location

Winfield, KS 67156

Credentials

Series 63, Series 65

Industry experience

< 1 year

About

John Donaldson is a financial advisor with LPL Financial in Winfield, KS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his advisory role, he worked in various positions including ownership of Big N Small's BBQ for five years. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

106 West 9 Th Avenue

Winfield, KS 67156

Most active in

Kansas

Work history

Union State Bank

2025 - Present (1 year)

LPL Financial LLC.

2025 - Present (1 year)

Big N Small's BBQ

2020 - 2025 (5 years)

Anytime Fitness

2018 - 2020 (2 years)

Cowley County Community College

2018 - 2018 (1 year)

Northwest Kansas Technical College

2017 - 2018 (1 year)

EMPAC

2017 - 2017 (1 year)

Seeking Employment

2016 - 2017 (1 year)

Chick-Fil-A

2015 - 2016 (1 year)

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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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Series 66

Arkansas City, KS

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Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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