Warren
Ward
Donaldson Capital Management LLC
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About this Advisor
Warren Ward is a financial advisor based in Columbus, Indiana, working with Donaldson Capital Management LLC. Warren has previously held positions at Warren Ward Associates, Wwa Investing & Planning, and Donaldson Capital Management LLC. Warren has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Warren is part of Donaldson Capital Management LLC, which operates out of Columbus, 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
Services Offered
Fee Structure
Office Location
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Donaldson Capital Management LLC Brokerage Details
$2,677,442,196
61
1,716
$1,560,281
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
Warren Ward Work History
Donaldson Capital Management LLC
Wwa Investing & Planning
Warren Ward Associates
Disclosures
Please visit the SEC profile of Warren Ward 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
Knoxville, TN
Evansville, IN
Evansville, IN
Columbus, IN
Evansville, IN
Evansville, IN
Evansville, IN
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