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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)23 years in industry

DONALD PAUL GOERNER

Advisor at COPPELL ADVISORY SOLUTIONS LLC

Dallas, TX

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Search this name across graphsid dfx:ria:83a77458-66a0-df87-a5b3-247c569c0e8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 12, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: COPPELL ADVISORY SOLUTIONS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 3, 2003
First registration: May 12, 2003
Dual registered: yes, broker-dealer
IAPD individual key: 4649381

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Sep 18, 2017	n/a	yes	Dallas, TX	Current employment
SPECTRUM ADVISORS, INC.	Independent wealth	Jul 1, 2008	Nov 7, 2017	no	PLANO, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	May 22, 2003	Apr 25, 2008	no	ADDISON, TX\|ADDISON, TX	Previous registration
SPECTRUM STRATEGIES, L.L.C.	State registered	May 12, 2003	Dec 31, 2006	no	ADDISON, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SPECTRUM ADVISORS, INC.	COPPELL ADVISORY SOLUTIONS LLC	Nov 7, 2017	Sep 18, 2017	-50	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	SPECTRUM ADVISORS, INC.	Apr 25, 2008	Jul 1, 2008	67	Firm change	Other
SPECTRUM STRATEGIES, L.L.C.	MML INVESTORS SERVICES, LLC	Dec 31, 2006	May 22, 2003	-1,319	Firm change after gap	Other

Relationships

Registered with (4)

→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: current employment
Sep 18, 2017 to presentfactForm ADV
→ SPECTRUM ADVISORS, INC.Registered adviserregistration: previous registration
Jul 1, 2008 to Nov 7, 2017factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
May 22, 2003 to Apr 25, 2008factForm ADV
→ SPECTRUM STRATEGIES, L.L.C.Registered adviserregistration: previous registration
May 12, 2003 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.