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David Wayne Donhoff

Leverage Planners Wealth Management, LLC

Bellevue, WA

Renton, WA

Mountlake Terrace, WA

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Current Employers
Leverage Planners Wealth Management, Llc

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-06-28
  • WA RA
    APPROVED
    Since 2017-06-28

Branch Locations

310 120Th Ave Ne Suite 205, Bellevue, WA 98005 • United States

707 S Grady Way, Renton, WA 98057 • United States

6100 219Th Street Sw, Mountlake Terrace, WA 98043 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
No Bull Financial Llc Bellevue WA 05/2016 12/2017
No Bull Financial Llc Bellevue WA 09/2001 Present
Leverage Planners Wealth Management, Llc Bellevue WA 05/2017 Present
Previous Registrations
  • 2016-07-21 → 2017-12-31
    Leverage Planners
    Bellevue, WA
Other Businesses

No Bull Financial, LLC dba Leverage Planners; investment related; started 09/2001; insurance sales and services. Less than 20% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-21
  • S65 Uniform Investment Adviser Law Examination
    2016-04-21

View on SEC IAPD

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STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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