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Alan William Van cleef

Donaldson Capital Management LLC

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About Alan William Van cleef

Alan William Van Cleef is a financial advisor with Donaldson Capital Management LLC in Evansville, Indiana. Alan William Van Cleef has been in the industry since 2004 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, AMSOUTH INVESTMENT SERVICES, INC., and MORGAN KEEGAN & COMPANY, INC. Alan William Van Cleef holds Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Alan William Van Cleef specializes in providing portfolio management, financial planning, and investment consulting services to high-net-worth individuals, corporations, charitable organizations, and pension plans.

Firm Information

Alan Van cleef is currently registered with Donaldson Capital Management LLC. Donaldson Capital Management LLC is an investment advisor based in Evansville, Indiana. They manage over $2.6 billion in assets for a variety of clients, including individuals, charitable organizations, corporations, insurance companies, and pension funds. They offer a range of services including portfolio management, financial planning, and pension consulting. They also publish periodicals and conduct educational seminars. They are a wrap fee program participant.
Donaldson Capital Management LLC

20 NORTHWEST FIRST STREET

EVANSVILLE, IN 47708

$2.68B

Assets Under Management

4

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio and investment consultation services.

Portfolio and investment consultation services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of fees under management

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Alan Van cleef’s Registration & Firm History

IN

02/28/2023 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

AL

02/13/2007 - 01/24/2008

MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)

FL

02/07/2006 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (SARASOTA FL)

NY

03/18/2004 - 10/14/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/21/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan William Van cleef.
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