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Brandon Richard Roop

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana
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20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 5905765Firm CRD# 106131
01

About

Brandon Richard Roop is a registered financial advisor based in EVANSVILLE, Indiana, affiliated with DONALDSON CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
DONALDSON CAPITAL MANAGEMENT LLC
DONALDSON CAPITAL MANAGEMENT LLC
AUM
$2.7B
Regulatory assets under management
Employees
61
Total firm employees
View all advisors at DONALDSON CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Other: A PERCENTAGE OF FEES UNDER MANAGEMENT
Regulatory
SEC/IARD CRD# 5905765
Firm CRD# 106131
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brandon Richard Roop offer?
Brandon Richard Roop specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Brandon Richard Roop's credentials?
Brandon Richard Roop is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brandon Richard Roop located?
Brandon Richard Roop is based in EVANSVILLE, Indiana, working with DONALDSON CAPITAL MANAGEMENT LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Brandon Richard Roop charge for services?
Brandon Richard Roop's firm is compensated through percentage of aum, hourly charges, other: a percentage of fees under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DONALDSON CAPITAL MANAGEMENT LLC?
DONALDSON CAPITAL MANAGEMENT LLC has approximately 61 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EVANSVILLE
Randall Keith Alsman — DONALDSON CAPITAL MANAGEMENT LLCJoseph Paul Zabratanski — DONALDSON CAPITAL MANAGEMENT LLCKimberly Sue Schultz — DONALDSON CAPITAL MANAGEMENT LLCAlan Nathan Shovers — DONALDSON CAPITAL MANAGEMENT LLCRichard Wayne Roop — DONALDSON CAPITAL MANAGEMENT LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)SOUTH BEND (37)GOSHEN (32)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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