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Bryce Richard Turner

Donaldson Capital Management LLC

Evansville, IN

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Current Employers
Donaldson Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-05-16
  • IN RA
    APPROVED
    Since 2023-05-16

Branch Locations

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
Harrison Lake Cc Columbus IN 09/2015 02/2017
Reedy Financial Group Seymour IN 05/2019 08/2019
Northwestern Mutual Fort Wayne IN 09/2019 09/2020
Summit Financial Group Fort Wayne IN 09/2020 03/2023
Donaldson Capital Management Llc Evansville IN 03/2023 Present
Columbus North High School Columbus IN 05/2013 05/2017
University Of Saint Francis Fort Wayne IN 08/2017 05/2021
  • 09/2015 → 02/2017
    Harrison Lake Cc
    Columbus, IN
  • 05/2019 → 08/2019
    Reedy Financial Group
    Seymour, IN
  • 09/2019 → 09/2020
    Northwestern Mutual
    Fort Wayne, IN
  • 09/2020 → 03/2023
    Summit Financial Group
    Fort Wayne, IN
  • 03/2023 → Present
    Donaldson Capital Management Llc
    Evansville, IN
  • 05/2013 → 05/2017
    Columbus North High School
    Columbus, IN
  • 08/2017 → 05/2021
    University Of Saint Francis
    Fort Wayne, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-10
  • S65 Uniform Investment Adviser Law Examination
    2023-05-10

View on SEC IAPD

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HEMA VYAS
KAREN MARIE LIVELY
BENJAMIN L FRANZ
Elizabeth Ann Alles
JAY DAN JACOBS
Joshua Rude
RYAN ALLEN HAYES

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN
KCPAG FINANCIAL ADVISORS LLC · EVANSVILLE, IN
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · EVANSVILLE, IN
MML INVESTORS SERVICES, LLC · Evansville, IN
KOVACK ADVISORS, INC. · Evansville, IN
EDWARD JONES · EVANSVILLE, IN

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