Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leeanne? Claim Your ProfileLeeanne Michelle Lollar is an investment advisor representative with Donaldson Capital Management LLC. Leeanne has over 10 years of experience in the financial services industry. She is registered with the state of Indiana as an Investment Advisor Representative. Leeanne is also a Certified Financial Planner. Leeanne has worked with a variety of clients including individuals, businesses, and institutions. She is committed to providing her clients with personalized financial advice and guidance. Previously, Leeanne was an advisor for LPL FINANCIAL LLC, J.W. COLE FINANCIAL, INC., and VOYA FINANCIAL ADVISORS, INC.
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
11/14/2022 - Present
Donaldson Capital Management LLC (Columbus IN)
IN
03/31/2020 - 09/20/2022
LPL FINANCIAL LLC (GREENWOOD IN)
IN
07/10/2017 - 04/06/2018
J.W. COLE FINANCIAL, INC. (Indianapolis IN)
IN
02/28/2012 - 07/11/2017
VOYA FINANCIAL ADVISORS, INC. (GREENWOOD IN)
IA
Issued 10/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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