Advisor at Mooberry Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mooberry Financial Management, LLC
Location
Lawrence, KS 66044-2855
Credentials
Series 63, Series 65
Industry experience
29 years
Doni Mooberry is a financial advisor at ISC Advisors, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ISC Advisors since 2013 and Institutional Securities Corp since 2009. In addition to her advisory work, she owns and operates a tax practice and maintains an active legal practice, and serves as Treasurer for both the Lawrence Rotary Club and the Community Children's Center, nonprofit organizations in Lawrence, KS. ISC Advisors, Inc. serves individual and high-net-worth clients, employer-sponsored retirement plans, foundations, and other institutional clients by providing financial planning, portfolio management, pension consulting, participant education, and limited-scope advisory services. The firm manages approximately $1.54 billion in assets and offers a proprietary managed-account program while utilizing model portfolios overseen by an Investment Committee.
Based on Mooberry Financial Management, LLC
Based on Mooberry Financial Management, LLC
Commissions received from sale of mutual funds and variable annuities, including ongoing 12b-1 fees, mutual fund sales loads, surrender charges, and variable annuity fees.
Some additional services offered at hourly rates; specific rates not stated.
Fee-only: Initial financial planning fees typically range from $600 to $4,500, billed annually in arrears; fees are negotiable and based on complexity; some additional services charged hourly.
901 Kentucky St, Suite 202
Lawrence, KS 66044-2855
Kansas
ISC Advisors, Inc.
2013 - Present (13 years)
Institutional Securities corp
2009 - Present (17 years)
Mooberry Financial Management LLC
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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