Best Investors Account Sign in
Inactive

Ronald Jay Patberg

Donaldson Capital Management LLC

Columbus, IN

Evansville, IN

CRD 4572062

Claim This Profile
Employer firm

Donaldson Capital Management LLC CRD 106131

$3.46B regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Donaldson Capital Management Llc

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2014-03-12
  • IN RA
    APPROVED
    Since 2014-03-12

Branch Locations

700 Washington Street Suite 203, Columbus, IN 47201 • United States

20 Northwest First Street Fifth Floor, Evansville, IN 47708 • 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
Donaldson Capital Management, Llc Evansville IN 02/2014 Present
Previous Registrations
  • 1999-04-23 → 2010-12-31
    Irwin Union Advisory Services
    Columbus, IN
  • 2002-08-02 → 2002-08-14
    Irwin Union Advisory Services
    Columbus, IN
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Columbus, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor