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Richard Wayne Roop

Donaldson Capital Management LLC

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About Richard Wayne Roop

Richard Roop is an investment advisor representative at Donaldson Capital Management LLC. Richard has been in the industry since September 2001, and is registered to provide investment advice in Indiana. Richard holds both the Series 7 and Series 66 securities licenses. Richard has prior experience as a representative at NatCity Investments, Inc. in Cleveland, Ohio. Richard specializes in portfolio management for individuals, businesses, pooled investment vehicles and pension consulting.

Firm Information

Richard Roop 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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Richard Roop’s Registration & Firm History

IN

02/17/2003 - Present

Donaldson Capital Management LLC (EVANSVILLE IN)

OH

08/28/2002 - 04/28/2003

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

BOTH

Issued 11/14/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Wayne Roop.
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