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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Riddle is a Registered Investment Advisor Representative at Donaldson Capital Management LLC. Derek has been in the industry since 2011, and has held previous positions at TD Ameritrade, Inc., Scottrade, Inc., and Charles Schwab & Co., Inc. Derek is licensed in Indiana and specializes in providing financial planning, portfolio management, and investment consultation services. Donaldson Capital Management LLC is an independent investment advisory firm based in Evansville, Indiana. The firm provides financial planning, portfolio management, and investment consultation services to individuals, families, businesses, and institutions. The firm has approximately $2.7 Billion in assets under management.
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
10/18/2021 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IN
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (EVANSVILLE IN)
IN
02/16/2017 - 02/26/2018
SCOTTRADE, INC. (EVANSVILLE IN)
IN
04/29/2011 - 12/05/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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