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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Quick is a licensed Investment Advisor Representative in Indiana. Robert Quick is affiliated with Donaldson Capital Management LLC. Robert Quick's registration status is "Approved." Robert Quick has passed the Uniform Investment Adviser Law Examination and is currently employed at Donaldson Capital Management LLC in Evansville, Indiana. Robert Quick's firm focuses on providing portfolio and investment consultation services, financial planning, pension consulting, educational seminars, and publication of periodicals. The firm's client types include insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm's compensation arrangements include a percentage of fees under management, hourly charges, and other.
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
05/07/2024 - Present
Donaldson Capital Management LLC (EVANSVILLE IN)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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