Donaldson Capital Management LLC

Donaldson Capital Management LLC (CRD# 106131) is a financial advisory firm headquartered in Evansville, IN. They manage $2,677,442,196 in 1,716 accounts and serve the financial needs of clients across 32 states (or territories).

Current Firm Details
20 Northwest First Street, Fifth Floor, Evansville, IN 47708
http://risingdividendinvesting.blogspot.com/
By the Numbers
  • Total Assets Under Management
    2,677
    MILLION
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $1,560,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Donaldson Capital Management LLC
Showing 21 - 30 of 36 top financial advisors.
21
Nathanial Winklepleck, financial advisor Evansville IN
Nathanial T. Winklepleck
CRD#: 6422951
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Nathanial Winklepleck (CRD# 6422951) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 10 years of experience in the finance industry.

22
Marvin Wright, financial advisor Evansville IN
Marvin J. Wright
CRD#: 4100305
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Marvin Wright (CRD# 4100305) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 24 years of experience in the finance industry.

23
Joseph Zabratanski, financial advisor Evansville IN
Joseph P. Zabratanski
CRD#: 4583666
20 Nw First Street, 5th Floor, Evansville, IN 47630

Joseph Zabratanski (CRD# 4583666) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 21 years of experience in the finance industry.

24
Marcus Bloom, financial advisor Atlanta GA
Marcus J. Bloom
CRD#: 3278510
400 Embassy Row Ne Suite 108, Atlanta, GA 30328

Marcus Bloom (CRD# 3278510) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

25
Collin Brinker, financial advisor Evansville IN
Collin A. Brinker
CRD#: 7134000
20 New First Street, Fifth Floor, Evansville, IN 47708

Collin Brinker (CRD# 7134000) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

26
James Coursey, financial advisor Evansville IN
James M. Coursey
CRD#: 7630856
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

James Coursey (CRD# 7630856) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

27
Christopher Decker, financial advisor Evansville IN
Christopher C. Decker
CRD#: 7498092
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Christopher Decker (CRD# 7498092) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

28
Christopher Gorbett, financial advisor Columbus IN
Christopher A. Gorbett
CRD#: 7435091
700 Washington Street, Columbus, IN 47201

Christopher Gorbett (CRD# 7435091) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has 1 year of experience in the finance industry.

29
Braden Herendeen, financial advisor Evansville IN
Braden Herendeen
CRD#: 7371455
20 Nw First Street, Fifth Floor, Evansville, IN 47708

Braden Herendeen (CRD# 7371455) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has 1 year of experience in the finance industry.

30
Andrew Richmond, financial advisor Evansville IN
Andrew W. Richmond
CRD#: 7324663
20 Northwest First Street, Fifth Floor, Evansville, IN 47708

Andrew Richmond (CRD# 7324663) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 3 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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