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Christopher Thomas Corcoran

Donaldson Capital Management LLC

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About Christopher Thomas Corcoran

Christopher Corcoran is an Investment Advisor Representative at Donaldson Capital Management LLC. Christopher has been in the industry since 1990. Christopher is licensed in Georgia and has passed both the Series 7 and Series 65 exams. Christopher has experience in financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses and pooled investment vehicles.

Firm Information

Christopher Corcoran 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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Christopher Corcoran’s Registration & Firm History

IN

08/02/2024 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

NA

08/23/1990 - 02/25/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

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Licenses & Designations

IA

Issued 07/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/10/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Thomas Corcoran.
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