Warren Albert Ward

Current Employers

Employment History

• 08/2015 → 12/2023
  Wwa Investing & Planning
  Columbus, IN
• 03/2024 → Present
  Donaldson Capital Management Llc
  Evansville, IN

Previous Registrations

• 2015-10-07 → 2024-04-16
  Wwa Planning & Investments
  Columbus, IN
• 2005-09-21 → 2016-03-28
  Warren Ward Associates, Financial Planning
  Columbus, IN
• 2000-02-17 → 2005-06-13
  Lpl Financial Llc
  Columbus, IN

Other Businesses

Name of outside business or organization: First Presbyterian Church Address: 512 7th Street, Columbus, IN 47201 Title: Elder Description of business or organization: Religious Organization Description of duties or responsibilities: Provide guidance and oversight Start Date: 01/2022 - present Hours devoted to OBA monthly: 1 during trading hrs. / 5 during non-trading hrs. Professional Designations, Licensing & Exams: Certified Financial Planner - Mr. Ward received his CERTIFIED FINANCIAL PLANNER? designation from the Certified Financial Planner Board of Standards, Inc. ("CFP Board") in June 2001. Name of outside business or organization: Pro Musica DBA Columbus Indiana Philharmonic Address: 315 Franklin Street, Columbus, IN 47201 Title: Jazz Series Coordinator Description of business or organization: The mission of the Columbus Indiana Philharmonic is to connect people to diverse musical experiences that create memorable moments, embody inclusiveness, and embrace life's journey through music education, performances, and community events. Description of duties or responsibilities: Secure and promote Jazz musicians for monthly performance series. Start Date: 11/22 Hours devoted to OBA monthly: 0 during trading hours / 8 hrs. a month during non-trading hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1991-07-24

Designations