Donald Evan Blauner

Employer firm

Prosperitas Financial, LLC CRD 315768

$812M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1984 → Present
  Blauner Financial
  Los Angeles, CA
• 07/1999 → 02/2024
  Crown Capital Securities, L.P.
  Orange, CA
• 02/2024 → Present
  Prosperitas Financial, Llc
  Valencia, CA

Previous Registrations

• 2011-08-23 → 2024-02-16
  Crown Capital Securities, L.P.
  Los Angeles, CA
  Los Angeles, CA
  Torrance, CA
  Los Angeles, CA

Other Businesses

I SELL FIXED ANNUITIES AND LONG TERM CARE UNDER THE NAME OF BLAUNER FINANCIAL. I BEGAN MY RELATIONSHIP WITH THIS BUSINESS IN 1984. I DEVOTE 2 HOURS PER MONTH TO THIS BUSINESS. BUSINESS ADDRESS: 11600 WASHINGTON PLACE, LOS ANGELES, CA 90066.

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-29