Donald Wayne Warnke

Current Employers

Employment History

• 07/1996 → 10/2021
  Cotton States Insurance
  Cullman, AL
• 10/2021 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 10/2021 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC PLANNING GROUP | POSITION HELD: AGENT | ADDRESS: 1011 4TH ST, SE, CULLMAN, AL 35055 | START DATE: 10/6/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) MULTI LINE INSURNACE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WESTSIDE ADVISORS & INSURANCE SERVICES | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 1011 4TH ST, SE, CULLMAN, AL 35055 | START DATE: 10/1/2021 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: 50% OWNERSHIP; OVERSEE SELLING & SERVICE OF P&C AND PERSONAL LINES COVERAGES FOR MULTI CARRIERS. SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 3) REFERRAL RELATIONSHIP | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: REFERRER | ADDRESS: 1011 4TH ST SW CULLMAN, AL 35055 | START DATE: 7/1/2022 | NATURE OF ACTIVITY: SERVICE INDUSTRY/TAX PLANNING | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: REFERRING INFO TO EPT (ESTATE PLANNING TEAM) FOR DEFERRED SALES TRUST PROPOSAL. 4) RENTAL PROPERTY | DBA: WARNKE PROPERTIES, INC | POSITION: PROPRIETOR/OWNER | NATURE: RENTAL PROPERTY OWNER | INVESTMENT RELATED: NO | NUMBER OF HOURS: 0 | SECURITIES TRADING HOURS: 0 | START DATE: 01/01/2001 | ADDRESS: 1011 4TH ST SW, CULLMAN AL 35055 | DESCRIPTION: THIS CORPORATION HAS HELD INVESTMENT/RENTAL PROPERTY IN THE PAST.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-02-18

Designations