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Zachary Stephan Chavira

Donaldson Capital Management LLC

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About Zachary Stephan Chavira

Zachary Stephan Chavira is a Registered Investment Advisor Representative with Donaldson Capital Management LLC in Evansville, Indiana. Zachary has been in the financial services industry since October 2015. Zachary has a Series 7 and Series 63 license, and is also a Registered Investment Advisor (Series 65). Zachary is an experienced financial professional with a proven track record of success in providing investment advice and financial planning services to individuals, families, and businesses.

Firm Information

Zachary Chavira 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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Zachary Chavira’s Registration & Firm History

IN

10/17/2017 - Present

Donaldson Capital Management LLC (Evansville IN)

KY

10/08/2015 - 08/28/2017

AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON KY)

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Licenses & Designations

BC

Issued 01/14/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/08/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/28/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Stephan Chavira.
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