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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Dodd is a financial advisor who is associated with Donaldson Capital Management LLC. Kyle Dodd is licensed to provide financial advice in Indiana. Kyle Dodd has been in the industry since at least February 2009. Kyle Dodd is also involved in other businesses outside of financial advice.
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
06/03/2024 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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