Alan William Van Cleef

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2013 → 02/2023
  German American Bank
  Evansville, IN
• 02/2023 → Present
  Donaldson Capital Management
  Evansville, IN

Previous Registrations

• 2004-04-28 → 2005-10-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Punta Gorda, FL

Exams

• S66 Uniform Combined State Law Examination
  2004-04-21

Designations

• Certified Financial Planner

Other Names

• Alan Van Clef
• Alan William Van Clef