Donald Chet Kaplan

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 03/2019 → Present
  Kaplan Peak Performance Consulting, Llc
  Sammamish, WA
• 04/2021 → 05/2022
  Cipher Skin
  Denver, CO
• 05/2020 → 04/2021
  Boyett Petroleum
  Modesto, CA
• 10/2018 → 03/2019
  Unemployed
  Sammamish, WA
• 10/1990 → 10/2018
  Phillips 66
  Houston, TX

Other Businesses

Kaplan Peak Performance Consulting, LLC Not investment related205 E. Lake Sammamish Shore NE, Sammamish, WA 98074Management Consulting check books and records President/Sole Proprietor4 hours per week, approx. 6K annual comp. Former consulting organization that is being kept operational to provide minor accounting and administrative support for another owned entity that is an Airbnb rental property. The Cottage Money Pit, LLC Not investment related205 E. Lake Sammamish Shore Lane NE, Sammamish, WA 98074A short term rental property 50% Owner and Spouse 50% Owner, Zero hours, no comp. No duties, spouse manages the rental property. Donald Chet Kaplan Not investment related, 205 E. Lake Sammamish Shore Lane NE, Sammamish, WA 98074N/A -no comp don.kaplan@kaplanppc.com, Kaplanppc.com website for an old consulting business (Kaplan Peak Performance Consulting, LLC) that has been kept operational for the sole purpose of providing accounting and administrative services for another owned entity (The Cottage Money Pit, LLC) that is an Airbnb rental property.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-07

Designations

• Certified Financial Planner

Other Names

• Don Kaplan