Broker Check

Education & Background


  • Drake University B.S.B.A (Accounting)
  • Post Baccalaureate studies at Harvard University
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)


  • Serving client in multiple states for over 30 years in areas such as:
  • Financial Planning / Estate Planning / Educational Seminars / Wealth Management / Investments / Executive Planning Services / Deferred Compensation Programs


  • Chairman, True North Foundation (2009-2010)
  • American Institute of Certified Public Accountants

**Don Purcell is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor. *Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services, a Limited Partnership, Member FINRA, SIPC.- Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.

Have a Question?

Thank you!