T Dewitt Buchanan
Financial advisor at Ausdal Financial Partners, Inc.
Last updated 2026-10-10
Claim your profileT Dewitt Buchanan is a financial advisor at Ausdal Financial Partners, Inc., CRD 2116018. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1998-02-06.
Registration
- CRD number
- 2116018
- Registration status
- Active
- IAPD registration
- 1998-02-06
- Industry Experience
- 28 years
- Work Experience
- 11 years
- States registered
- FL, IL, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2015-07 to 2017-10 · Safe Harbor Retirement Consultants, LLC · Channahon, IL
- 2017-10 to 2021-07 · Lpl Financial, LLC · Channahon, IL
- 2017-11 to 2021-07 · Highpoint Advisor Group Dba Safe Harbor Retirement · Channahon, IL
- 2021-07 to Present · Ausdal Financial Partners, Inc · Davenport, IA
Current employment
- Ausdal Financial Partners, Inc. · Davenport, IA
Ausdal Financial Partners, Inc.
- Regulatory AUM
- $3,733,313,940
- Registered advisors
- 189
- Offices
- 151
- Clients per advisor
- 87.7 (Moderate)
- Average AUM per client
- $225.3K (Low)
- High-net-worth client ratio
- 24.2% (Moderate)
Ausdal Financial Partners, Inc.: advisors, services and reported ETF investments
About
T Dewitt Buchanan is a financial advisor at Ausdal Financial Partners, Inc.. Reported securities licenses include Series 63 and Series 65. The latest record indicates 28 years of industry experience and 11 years of reported work history. Reported roles include Highpoint Advisor Group Dba Safe Harbor Retirement, Lpl Financial, LLC, Safe Harbor Retirement Consultants, LLC.
SEC disclosures list additional business and community activities: 1: Safe harbor retirement consultants, llc: outside insurance sales; investment related; channahon, il; insurance sales; agent; activity began 04/1991; i devote approximately 5 hours to this activity all during trading hours per month; sale of insurance products to clients; 2.
Ausdal Financial Partners, Inc.'s firm-level Form ADV reports 189 advisors across 151 offices; approximately 87.7 clients per advisor, average assets per client of $225,278, and regulatory AUM of $3.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $1.7B across 522 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to T Dewitt Buchanan personally.
Reported ETF positions
Ausdal Financial Partners reports 522 ETF positions worth $1.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SHV — iShares 0-1 Year Treasury Bond ETF | $90.2M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $51.7M |
| QQQ — Invesco QQQ Trust, Series 1 | $46.5M |
| BIL — State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $45.3M |
| USFR — WisdomTree Floating Rate Treasury Fund | $41.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ausdal Financial Partners's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $9.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | TAFM — AB Tax-Aware Intermediate Municipal ETF | $3.4M | Top 99.9% | Residual alpha +0.74% · Residual Sharpe 0.17 |
| Diversification Benefits | DXJ — WisdomTree Japan Hedged Equity Fund | $1.7M | Top 98.5% | Replicability (R²) 51.4% · Residual Sharpe 0.36 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ausdal Financial Partners, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Sponsor or GP of Pooled Investment Vehicl
Contact
The firm's filed contact details.
- Phone: 563-326-2064
- Website: engelwealthmanagement.com
Official record
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