Alan
Van Cleef

Donaldson Capital Management LLC

CRD#4768302
Investment Advisor
in Evansville, IN

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About this Advisor

Alan Van Cleef is a financial advisor based in Evansville, Indiana, working with Donaldson Capital Management LLC. Alan has previously held positions at German American Bank and Donaldson Capital Management. Alan has passed the Series 66 regulatory exam and is registered to provide services in Indiana. Currently, Alan is part of Donaldson Capital Management LLC, which operates out of Evansville, Indiana. The firm has 3 offices and 61 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Donaldson Capital Management LLC includes asset-based, hourly, and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

20 Northwest First Street Fifth Floor
Evansville, IN 47708

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Donaldson Capital Management LLC Brokerage Details

Total Assets Under Management

$2,677,442,196

IN Average: $1,347,246,178
Total Number of Employees

61

IN Average: 46
Total Number of Accounts

1,716

IN Average: 1,775
Average Account Size

$1,560,281

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Alan Van Cleef Work History

2023 - Present (1 year)

Donaldson Capital Management

2013 - 2023 (10 years)

German American Bank

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Disclosures

Please visit the SEC profile of Alan Van Cleef to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Donaldson Capital Management LLC

Priscilla Birt
Knoxville, TN
Kira Vaal
Evansville, IN
Jordan Whitledge
Evansville, IN
Ronald Patberg
Columbus, IN
Stephen Obenchain
Evansville, IN
James Coursey
Evansville, IN
Jace Stieler
Evansville, IN
Sarah Moore
Evansville, IN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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