A complete list of active advisors currently associated with Despain Investment Solutions, Ltd.

Warmer can help you find a great advisor at Despain Investment Solutions, Ltd. or one who fits your needs even better.

DesPain Investment Solutions, Ltd. provides financial planning and portfolio management primarily to individuals, retirement plans, trusts and business entities, with a stated specialization in comprehensive retirement planning. The firm offers written and hourly financial plans and ongoing advisory services tailored to client goals and risk tolerance. The firm manages client portfolios on a non‑discretionary basis, requiring client approval before trades and describing its analysis as both fundamental and technical, with strategies that include long‑ and short‑term purchases and asset allocations ranging from conservative to moderately aggressive. Prior to recommending investments, the adviser gathers detailed financial information to set suitability guidelines and monitors accounts on an ongoing basis while encouraging periodic plan updates. DesPain is notable among peers for its personnel affiliations with a broker‑dealer (Saxony Securities), with supervised persons who are registered representatives and who may offer commissionable securities and insurance products such as variable annuities and variable life insurance; the brochure discloses this relationship and notes clients are not required to use the affiliated broker‑dealer. The firm also emphasizes practitioner credentials in retirement planning (a CFP® designation and a master’s specialization) and generally requires a $25,000 minimum for portfolio management.

To learn more about the advisors currently working at Despain Investment Solutions, Ltd., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Donald Despain Sr.	Collinsville, IL	40

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