Unclaimed
John Kessler Keach is an investment advisor representative associated with Donaldson Capital Management LLC. John Keach has been a registered investment advisor representative since November 8, 2013, and is licensed in Indiana. The advisor holds the Series 65 license. Donaldson Capital Management LLC is a Registered Investment Advisor with the SEC and is based in Evansville, Indiana. The firm provides portfolio management for individuals, businesses, pooled investment vehicles, as well as pension consulting and educational seminars.
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
11/08/2013 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 03/19/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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