Donald Allen Rich

LPl Financial LLC

CRD 708826

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-07
MT	RA	APPROVED	1995-06-14

TX RA
APPROVED

Since 2026-08-07
MT RA
APPROVED

Since 1995-06-14

Branch Locations

60 Four Mile Drive, Suite 9, Kalispell, MT 59901 • 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

Organization	City	State	From	To
Linsco/Private Ledger Corp.	Kalispell	MT	12/1991	Present

12/1991 → Present

Linsco/Private Ledger Corp.

Kalispell, MT

Other Businesses

1. 12/17/08 - DBA ONLY - CORNERSTONE WEALTH MANAGEMENT PARTNERS, PC / MT

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1980-06-24

S63 Uniform Securities Agent State Law Examination

1980-06-24

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

OSAIC WEALTH, INC.

Nearby Investors

WILLIAM JOSEPH PARSON

RANDY ROBERT FLICKER

CHRISTOPHER MAXWELL HAMILL

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · KALISPELL, MT

OSAIC WEALTH, INC. · KALISPELL, MT

EDWARD JONES · KALISPELL, MT

More in Kalispell, MT

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