Don H Khieu

Current Employers

Employment History

• 06/2001 → Present
  World Financial Group
  Arlington, TX
• 01/2012 → Present
  Transamerica Financial Advisors, Inc
  Arlington, TX
• 08/2013 → Present
  Blue Cross Blue Shield Of Texas
  Richardson, TX
• 02/2014 → Present
  Hife College Planning
  Greenwood Village, CO
• 03/2014 → Present
  Heartland Institute Of Financial Education
  Greenwood Village, CO
• 11/2015 → 07/2021
  Wellcare Health Plan
  Tampa, FL
• 07/2019 → 07/2021
  Wsb Arlington Llc
  Arlington, TX
• 11/2021 → Present
  The Wings For Widow
  Wayzata, MN
• 12/2021 → Present
  Catholic Charites Dallas
  Dallas, TX
• 03/2022 → Present
  Fpa Dallas-Fort Worth Chapter
  Frisco, TX
• 11/2025 → Present
  Pickleball Coach/Instructor
  Garland, TX

Previous Registrations

• 2009-03-17 → 2012-01-06
  Investment Advisors International, Inc.
  Dallas, TX

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. FPA Dallas - Fort Worth Chapter / 0322-Present / Investment Related: No /Frisco, TX 75034 / Volunteer Financial Coach / Non - Profit / Hrs. Work Monthly: 2 / Sec Trading Hrs: 0 / Not much of usual, or daily activities. When there is a coaching request from someone or some group, the director of pro bono team will assign depending on availability and/or fitability, suitability at present time, Catholic Charites Dallas/1221-Present /1421 West Mockingbird Ln, Dallas, TX 75247 / Financial Coach / Community Services / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / I will serve as a financial coach or people with any question about their financial planning. Eventually, I may conduct some financial seminars for the churches through the North Texas area. The Wings for Widow / 1121-Present / Investment Related: No / 290 Peavey Rd. Wayzata, MN 55391 / Financial Coach / WFW a 50 1(c) 3 Organization / Hrs. Work Monthly: 4 / Sec Trading Hrs: 0 / Maximum 4 hours a month for financial coaching for widows and widowers BLUE CROSS BLUE SHIELD OF TEXAS; NOT INVESTMENT-RELATED; 1001 E. LOOKOUT DRIVE, RICHARDSON, TX 75082; PROVIDE HEALTH INSURANCE PLAN FOR INDIVIDUAL/GROUP; 09/01/2013; SALES AGENT; 4 HRS/MONTH; SELL HEALTH INSURANCE PLAN TO INDIVIDUAL /GROUP HIFE COLLEGE PLANNING; NOT INVESTMENT RELATED; 8301 EAST PRENTICE AVE, SUITE 312, GREENWOOD VILLAGE CO 80111; NON-PROFIT ORGANIZATION WHOSE MISSION IS TO PROMOTE FINANCIAL LITERACY ACROSS AMERICA; CPP COLLEGE CONSULTANT; 02/2014; HOURS UNDETERMINED; PRESENTING THE HIFE CPP TO PROSPECTIVE PARENTS/STUDENTS. PROVIDING INFORMATION FOR PARENTS ON HOW TO ENROLL IN THE HIFE CPP HEARTLAND INSTITUTE OF FINANCIAL EDUCATION; NOT INVESTMENT RELATED; 8301 E. PRENTICE AVE. STE 312, GREENWOOD VILLAGE CO 80111; FINANCIAL EDUCATION; CERTIFIED FINANCIAL EDUCATION INSTRUCTOR; 3/2014; 8 HRS/MONTH; TEACHING PICKLEBALL COACH/INSTRUCTOR POSITION: Pickleball coach/instructor NATURE: Coaching pickleball for individuals or group. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 1817 Lakeland Park Dr, Garland TX 75043, United States DESCRIPTION: I am a certified pickleball instructor. If an individual or group needs to learn the basic of the game of pickleball, I will be available to teach them all the rules and the tactics and the techniques how to play the game.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-23
• S63 Uniform Securities Agent State Law Examination
  1995-06-19

Designations

Other Names

• Dong Matthew Khieu