Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathanial? Claim Your ProfileNathanial Winklepleck is an Investment Advisor Representative at Donaldson Capital Management LLC. Nathanial has been with the firm since October 2012. Nathanial has a Series 65 license and is a Chartered Financial Analyst. Nathanial specializes in providing portfolio and investment consultation services, financial planning, and portfolio management for individuals and pooled investment vehicles. Nathanial also provides pension consulting and educational seminars.
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
12/05/2014 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 12/19/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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