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Beth Ann Dietsch

Donaldson Capital Management LLC

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About Beth Ann Dietsch

Beth Ann Dietsch is an investment advisor representative associated with Donaldson Capital Management LLC. Beth Ann has been in the industry since January 2001. Beth Ann is currently registered with the state of Indiana. Beth Ann holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Donaldson Capital Management LLC is based in Evansville, Indiana and has approximately 2677442196 in assets under management. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, publication of periodicals, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Beth Dietsch 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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Beth Dietsch’s Registration & Firm History

IN

10/20/2015 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

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Licenses & Designations

IA

Issued 10/08/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beth Ann Dietsch.
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