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Collin Avery Brinker is a Registered Investment Advisor Representative with Donaldson Capital Management LLC. Collin has been working in the financial industry since 2017. Collin is a Certified Financial Planner™ professional and specializes in portfolio management, financial planning and pension consulting. Collin has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and insurance companies.
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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05/07/2021 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
Active
Inactive
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