Donald C Wilhelm

Employer firm

Columbia Management Investment Advisers, LLC CRD 108257

$502B regulatory AUM 142 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS

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

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

Current Employers

Employment History

• 04/2008 → Present
  Columbia Management Group
  Austin, TX
• 04/2008 → Present
  Columbia Management Advisors, Llc
  Austin, TX
• 05/2010 → Present
  Riversource Investments
  Minneapolis, MN
• 05/2010 → Present
  Riversource Fund Distributors, Inc.
  Atlanta, GA

Previous Registrations

• 2008-05-19 → 2010-05-01
  Bofa Advisors, Llc
  Austin, TX
• 1997-08-04 → 2003-01-14
  Ubs Financial Services Inc.
  Austin, TX

Other Businesses

Name of Activity: WALRUS CLUB LLC; Date Activity Started/modified/ended: 03/06/2018; Type of Activity: INVESTMENT REAL ESTATE; Role/Relationship: OWNER/PROPRIETOR; Responsibilities: RANCH LEASING FOR RECREATIONAL HUNTING; Income Per Year: NO INCOME; Total hours Per Month: 0 - 20; Hours During Trading Hours per Month: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? NO; -----END----- Name of Activity: AIR AIRecruitingsports; Date Activity Started/Modified/Ended: 9/1/2024; Type of Activity: Field is Blank!; Role/Relationship: Owner/ Proprietor; Responsibilities: Data Software. A buiness that generates customized reports highlighting the best current opportunities for perpective college athletic recruits.; Total Hours Per Month: 0 - 20; Total Hours Per Month During Trading Hours: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? No; --- END ---

Exams

• S66 Uniform Combined State Law Examination
  2008-05-16
• S65 Uniform Investment Adviser Law Examination
  1997-09-11
• S63 Uniform Securities Agent State Law Examination
  1996-04-04

Other Names

• Donald Clayton Wilhelm