Best Investors Account Sign in
Inactive

Matthew Thomas Effinger

Donaldson Capital Management LLC

Evansville, IN

CRD 7491717

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 2026-01-09
  • IN RA
    APPROVED
    Since 2026-01-09

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
Signarama Evansville IN 08/2010 01/2022
Hentrup Financial Group Evansville IN 01/2022 06/2025
Usa Financial Securities Ada MI 01/2022 06/2025
Liberty Fcu Evansville IN 07/2025 12/2025
Lpl Financial Llc Evansville IN 07/2025 12/2025
Donaldson Capital Management Llc Evansville IN 12/2025 Present
  • 08/2010 → 01/2022
    Signarama
    Evansville, IN
  • 01/2022 → 06/2025
    Hentrup Financial Group
    Evansville, IN
  • 01/2022 → 06/2025
    Usa Financial Securities
    Ada, MI
  • 07/2025 → 12/2025
    Liberty Fcu
    Evansville, IN
  • 07/2025 → 12/2025
    Lpl Financial Llc
    Evansville, IN
  • 12/2025 → Present
    Donaldson Capital Management Llc
    Evansville, IN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-21
S65 Uniform Investment Adviser Law Examination 2022-02-02
  • S63 Uniform Securities Agent State Law Examination
    2024-10-21
  • S65 Uniform Investment Adviser Law Examination
    2022-02-02
Other Names
  • Matthew Thomas Effinger
  • Matthew Effinger

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

BRANDON LEE HAYES
HEMA VYAS
KAREN MARIE LIVELY

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · EVANSVILLE, IN
RAYMOND JAMES & ASSOCIATES, INC. · EVANSVILLE, IN
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · EVANSVILLE, IN

More in Evansville, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor