Donald Lee Esstman
Investment adviser representative at Rubinbrown Advisors LLC
37 yearsExperience
2 statesRegistered in
$3.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
37 years in the industry.
- Rubinbrown Brokerage Services, L.L.C.Aug 2000 to now
- Rubinbrown Advisors LLCJan 2000 to now
- Rubinbrown LLPOct 1989 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Rubinbrown Advisors LLC
$3.9BAssets managed
1,160Clients
24Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2954191
- Firm CRD
- 116909