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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Richard Roop is an investment advisor representative with Donaldson Capital Management LLC in Evansville, Indiana. Brandon has been with Donaldson Capital Management LLC since October 2010. Brandon has been in the industry for over a decade. Brandon is a Certified Financial Planner and holds the Series 65 license. Brandon's registrations include: Indiana. Brandon is an Investment Advisor Representative for Donaldson Capital Management LLC. Donaldson Capital Management LLC specializes in providing portfolio management and investment consultation services, financial planning, pension consulting, educational seminars, and publication of periodicals. They serve a variety of clients including insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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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IN
03/29/2011 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 03/17/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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