John
Keach
Donaldson Capital Management LLC
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About this Advisor
John Keach is a financial advisor based in Evansville, Indiana, with a total of 10 years of industry experience. Keach works at Donaldson Capital Management LLC. They have worked at Donaldson Capital Management Llc for their whole career. Keach maintains a Series 65 license, certifying them as an investment advisor representative, and is able to work in Indiana. Donaldson Capital Management LLC is a registered investment firm that has its headquarters in Evansville, IN. The company has offices in four locations and a total of 58 people on staff. It handles $2 billion in assets between its 1,469 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 43 charities and foundations. Of its 1,469 client accounts, 37% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a number of services, such as 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. A financial advisor's fee schedules largely depend on the services offered. Fee types billed by Donaldson Capital Management LLC may include asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Donaldson Capital Management LLC Brokerage Details
$2,310,717,134
58
1,469
$1,572,986
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
John Keach Work History
John has been registered as a financial advisor for 10 years.*
Donaldson Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Keach 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
Evansville, IN
Evansville, IN
Evansville, IN
Evansville, IN
Columbus, IN
Evansville, IN
Evansville, IN
Evansville, IN
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