Unclaimed Profile

Ronald Jay Patberg

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana

Clean recordDONALDSON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ronald Jay Patberg 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DONALDSON CAPITAL MANAGEMENT LLC

AUM

$2.7B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Other: A PERCENTAGE OF FEES UNDER MANAGEMENT

Regulatory

SEC/IARD CRD# 4572062

Firm CRD# 106131

View on FINRA BrokerCheck →

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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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