Don Graeter has been an investment adviser representative at Graeter Wealth Advisors since October 2014, and is not listed among the firm’s executive officers or direct owners.
Graeter Wealth Advisors, LLC is a Louisville, KY firm with $105M under management, 85 clients and 3 advisers in one office, as of its February 2026 filing.
Don Graeter’s longest registration is the current one, 12 years at Graeter Wealth Advisors since 2014. Before joining Graeter Wealth Advisors in 2014, Don Graeter was registered through Raymond James Financial Services Advisors, Inc and Raymond James Financial Services.
- Graeter Wealth Advisors, LLCCurrent– present · 12 yearsLouisville, KY · Adviser representative · Firm CRD 170046
- Raymond James Financial Services Advisors, Inc– · 5 yearsLouisville, KY · Adviser representative · Firm CRD 149018
- Raymond James Financial Services– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 6694
- Hilliard Lyons Asset Management– · 2 yearsLouisville, KY · Adviser representative · Firm CRD 453
Investment adviser representative registrations
Don Graeter is registered as an investment adviser representative in Kentucky, since October 2014.
- KentuckySince 22 October 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 1999 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 11 February 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 November 1982 |
| Series 7 | General Securities Representative Examination | 18 September 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Don Carlos Graeter
- CRD
- 1064731
- Firm
- Graeter Wealth Advisors · CRD 170046
- Office
- 4360 BROWNSBORO ROAD, SUITE 211, Louisville, KY 40207
- Registration
- Investment adviser registration
- In the industry since
- July 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Don Graeter work?
Don Graeter is an investment adviser representative registered through Graeter Wealth Advisors, LLC since October 2014, and is not listed among the firm’s executive officers or direct owners.
Is Don Graeter a financial advisor?
Yes. Don Graeter has a current investment-adviser registration in Kentucky, through Graeter Wealth Advisors since October 2014.
How many years of experience does Don Graeter have?
Don Graeter has 22 years in the financial industry, since July 2004, across 4 adviser firms.
What exams has Don Graeter passed?
Don Graeter has passed 4 licensing exams: the Series 7, Series 63, Series 8 and Series 65. The earliest, the Series 7, was passed in September 1982.
Where did Don Graeter work before Graeter Wealth Advisors?
Before Graeter Wealth Advisors, Don Graeter was registered through Raymond James Financial Services Advisors, Inc, January 2009 to April 2014; Raymond James Financial Services, August 2006 to January 2009; Hilliard Lyons Asset Management, January 2004 to August 2006.
Where is Don Graeter based?
Don Graeter’s registered office is in Louisville, KY.
Is Don Graeter registered with FINRA?
No. Don Graeter has no current broker registration.
How can I verify Don Graeter’s record?
Search CRD 1064731 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Don Graeter’s full registration record.