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Matthew R Bernhardt

Donaldson Capital Management LLC

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About Matthew R Bernhardt

Matthew R. Bernhardt is a Registered Investment Advisor in Indiana. Matthew has been in the financial services industry since 2007. Currently, Matthew works for Donaldson Capital Management LLC. Previously, Matthew has worked for LPL Financial LLC and National Financial Services LLC. Matthew's primary specializations are in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Matthew is licensed in Indiana and has passed the Series 7 and Series 66 exams.

Firm Information

Matthew Bernhardt 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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Matthew Bernhardt’s Registration & Firm History

IN

05/22/2015 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

IN

09/19/2012 - 07/28/2014

LPL FINANCIAL LLC (EVANSVILLE IN)

KY

11/27/2007 - 02/24/2011

NATIONAL FINANCIAL SERVICES LLC (COVINGTON KY)

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Licenses & Designations

BOTH

Issued 12/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew R Bernhardt.
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