Silicon Private Wealth
40yrs
Top advisor by experience in Fremont
17yrs
Don Willner
Financial advisor at Osaic Wealth
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 64% of advisors in Fremont
Office39500 Stevenson Place Suite 202, Fremont, CA 94539
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2024Woodbury Financial Services, Inc.Previously
- 2015 – 2019Questar Asset Management, Inc.Previously
Questions to ask Don
Tailored to Don’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Don
How do I contact Don?
Call Osaic Wealth at 800-821-5100 and ask for Don Willner. Don works from the Fremont, CA office.
How long has Don been a financial advisor?
Don has been in the industry since 2009, about 17 years. More experience than 64% of advisors in Fremont.
What licenses does Don hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Don a fiduciary?
Don is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Don paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Don for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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