Unclaimed Profile

Ronald Jay Patberg

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana

Clean record27 years registeredDONALDSON CAPITAL MANAGEMENT LLC

20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 4572062Firm CRD# 106131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ronald Jay Patberg · EVANSVILLE, IN

Registration

CRD #4572062 · DONALDSON CAPITAL MANAGEMENT LLC · 27 years registered

Brand Profile

Not yet started

Career History

DONALDSON CAPITAL MANAGEMENT LLC

Mar 2014 – present

IRWIN UNION ADVISORY SERVICES

Aug 2002 – Aug 2002

COLUMBUS, IN

IRWIN UNION ADVISORY SERVICES

Apr 1999 – Dec 2010

COLUMBUS, IN

Registrations & Exams

Registration record

First registered · April 23, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DONALDSON CAPITAL MANAGEMENT LLC

CRD 106131 · SEC 801-48479

AUM

$2.7B

Regulatory assets under management

Employees

1,716 client accounts

Services offered by DONALDSON CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DONALDSON CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Ronald Jay Patberg offer?

Ronald Jay Patberg specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.

What are Ronald Jay Patberg's credentials?

Ronald Jay Patberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ronald Jay Patberg located?

Ronald Jay Patberg 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 Ronald Jay Patberg charge for services?

Ronald Jay Patberg'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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