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George Robert Donner

Monarch Capital Management Inc

Fort Wayne, IN

CRD 3109401

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Employer firm

Monarch Capital Management Inc CRD 106244

$496M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Monarch Capital Management Inc

127 W Berry Street Suite 402, Fort Wayne, IN 46802 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 1998-12-30
  • IN RA
    APPROVED
    Since 1998-12-30

Branch Locations

127 West Berry Street Suite 402, Fort Wayne, IN 46802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Monarch Capital Management, Inc. Fort Wayne IN 06/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-06
  • S65 Uniform Investment Adviser Law Examination
    1998-08-06
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

ADAM ANTHONY BEARD
JOHN DAVID MEYER
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Nearby Offices

SOLVE CONSULTING GROUP, LLC · FORT WAYNE, IN
EDWARD JONES · FORT WAYNE, IN
YACKEE POTEMPA & SMALLEY ASSET MANAGEMENT · FORT WAYNE, IN

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