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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan 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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio and investment consultation services.
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.
A percentage of the total value of assets under management is charged.
A percentage of fees under management
1
2
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)
BOTH
Issued 04/21/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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