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Alexander W Spainhoward

Donaldson Capital Management LLC

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About Alexander W Spainhoward

Alexander Spainhoward is an investment advisor representative with Donaldson Capital Management LLC. Alexander has been in the industry since 2016 and holds a Series 7 and Series 66. Alexander is also a Certified Financial Planner. Alexander has been with Donaldson Capital Management LLC since 2019, having previously worked with Northwestern Mutual Investment Services, LLC. Alexander has experience working with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

Firm Information

Alexander Spainhoward 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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Alexander Spainhoward’s Registration & Firm History

IN

05/30/2019 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

IN

04/03/2017 - 05/03/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EVANSVILLE IN)

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Licenses & Designations

BOTH

Issued 06/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander W Spainhoward.
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