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Michael D Hull

Donaldson Capital Management LLC

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About Michael D Hull

Michael Hull is a registered Investment Advisor Representative with Donaldson Capital Management LLC. Michael has been in the financial services industry since February 1997. Michael is licensed in Indiana. Donaldson Capital Management LLC is a fee-based investment advisor firm located in Evansville, Indiana. The firm provides a wide range of advisory services including portfolio management, financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages approximately $2.68 billion in assets for individuals, families, businesses, charitable organizations, insurance companies, and retirement plans.

Firm Information

Michael Hull 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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Michael Hull’s Registration & Firm History

IN

02/10/2000 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

OH

10/10/1997 - 04/28/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BC

Issued 10/27/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 04/11/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/09/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael D Hull.
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