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Donald Alan Powell

1834 Investment Advisors Co.

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About Donald Alan Powell

Donald Alan Powell is a financial advisor with 1834 Investment Advisors Co. Donald is a dual employee of Old National Bank and 1834 Investment Advisors Co. Both firms are subsidiaries of Old National Bancorp. Donald has been a portfolio manager for both firms since July 2022. Donald is a Chartered Financial Analyst and specializes in retirement planning, education savings and estate planning.

Firm Information

Donald Powell is currently registered with 1834 Investment Advisors Co.. 1834 Investment Advisors Co. is an investment advisor headquartered in Milwaukee, Wisconsin. With over $1 billion in assets under management, the firm provides financial planning, portfolio management for businesses and individuals, and other services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.
1834 Investment Advisors Co.

511 N BROADWAY

MILWAUKEE, WI 53202

$1.12B

Assets Under Management

Not reported

Total Clients

7

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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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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Donald Powell’s Registration & Firm History

IL

07/17/2023 - Present

1834 Investment Advisors Co. (Joliet IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Donald Alan Powell.
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