Donaldson Capital Management
Serving wealth management clients, non-profits, and retirement plans since Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.
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Verified contacts
69
available on Kipplo
LinkedIn employees
66
51 to 200 range
Open roles
—
no listings
Distinct roles
38
indexed titles
Tech stack
4
tools in use
Monthly traffic
233
organic / mo
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Decision-makers and verified team members
69 contacts with verified email or phone · masked until revealed.
- GD
Greg Donaldson
Member Board of Directors · General Business & Management
EmailPhone - SW
Sara Williams
Director of Communications · Advertising & Marketing
EmailPhone - SO
Stephen Obenchain
Director of Regulatory & Systems Compliance · Legal
EmailPhone - RR
Rick Roop
VP & Sr Portfolio Mgr · General Business & Management
EmailPhone - CB
Collin Brinker
Senior Financial Planner · Finance & Accounting
EmailPhone - JH
Jason Hall
Portfolio Manager · Finance & Accounting
EmailPhone - LL
Leeanne Lollar
Lead Investment Advisor · General Business & Management
EmailPhone - MW
Marvin Wright
Senior Portfolio Manager, Partner · Other
EmailPhone - MG
Matthew Gladbach
Lead Investment Advisor · General Business & Management
EmailPhone
Showing 9 of 69 verified contacts
Top roles at Donaldson Capital Management
38 distinct titles indexed · top 10 shown.
- 7investment advisor
- 5client services associate
- 5lead investment advisor
- 4associate investment advisor
- 4portfolio manager
- 3trading associate
- 2chief investment officer & senior investment advisor
- 2director of regulatory & systems compliance
- 2lead advisor
- 2senior investment advisor
- +28more titles
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