Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Ward is a financial professional with over 20 years of experience in the industry. Warren is currently registered with Donaldson Capital Management LLC as an Investment Advisor Representative. Previously, Warren has been associated with firms such as LINSCO/PRIVATE LEDGER CORP., WEDGEWOOD PARTNERS, INC., INDEPENDENT FINANCIAL SECURITIES, INC., NATCITY INVESTMENTS, INC., and RAFFENSPERGER, HUGHES & CO., INC. Warren has Series 7, Series 24, and Series 63 registrations. Warren also holds the Certified Financial Planner designation. Warren is a licensed Investment Advisor Representative in Indiana. Warren's current affiliations include Warren Ward Associates, WWA Investing & Planning, and Donaldson Capital Management LLC.
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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2
IN
03/25/2024 - Present
Donaldson Capital Management LLC (Columbus IN)
SC
03/09/1999 - 06/13/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
10/03/1996 - 02/09/1999
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
NA
05/03/1996 - 10/04/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
07/14/1995 - 10/02/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
IN
07/19/1991 - 07/14/1995
RAFFENSPERGER, HUGHES & CO., INC. (INDIANAPOLIS IN)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 07/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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