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Joseph Paul Zabratanski

Donaldson Capital Management LLC

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About Joseph Paul Zabratanski

Joseph Paul Zabratanski is an investment advisor representative with Donaldson Capital Management LLC. Joseph Paul Zabratanski has been registered with the Securities and Exchange Commission since February 24, 2012 and is currently registered with FINRA. Joseph Paul Zabratanski is also registered with the state of Illinois. Joseph Paul Zabratanski has passed the Series 7, Series 63 and Series 65 exams. Joseph Paul Zabratanski has previously been employed with BMO Capital Markets GKST INC.

Firm Information

Joseph Zabratanski 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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Joseph Zabratanski’s Registration & Firm History

IN

02/24/2012 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

IL

10/22/2002 - 12/06/2011

BMO CAPITAL MARKETS GKST INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/02/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/27/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Paul Zabratanski.
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