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Matthew William Gladbach

Donaldson Capital Management LLC

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About Matthew William Gladbach

Matthew Gladbach is a financial advisor at Donaldson Capital Management LLC in Evansville, Indiana. Matthew has been in the financial industry for over 17 years. His previous experience includes working at TD Ameritrade, Inc., Scottrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and American Express Financial Advisors Inc. Matthew holds a Series 7, Series 24, and Series 66 license. Matthew is also a Certified Financial Planner.

Firm Information

Matthew Gladbach 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 Gladbach’s Registration & Firm History

IN

03/11/2019 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

VA

02/26/2018 - 10/23/2018

TD AMERITRADE, INC. (VIENNA VA)

VA

10/25/2005 - 02/26/2018

SCOTTRADE, INC. (VIENNA VA)

NY

06/18/2004 - 10/11/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

MN

06/27/2001 - 06/23/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/27/2001 - 06/23/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew William Gladbach.
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