Unclaimed
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.
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
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2
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)
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
Active
Inactive
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