Unclaimed Profile

Sarah S Moore

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana

SIE, Series 7, Series 66CFPClean record17 years registeredDONALDSON CAPITAL MANAGEMENT LLC

20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 5568246Firm CRD# 106131

Profile Verification

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

Identity

Sarah S Moore · EVANSVILLE, IN

Registration

CRD #5568246 · DONALDSON CAPITAL MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

DONALDSON CAPITAL MANAGEMENT LLC

Aug 2018 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2011 – Mar 2013

NASHVILLE, TN

J.P. MORGAN SECURITIES LLC

Oct 2008 – Feb 2011

INDIANAPOLIS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 30, 2008

Years registered · 17

Professional designation · CFP

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 Sarah S Moore offer?

Sarah S Moore specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.

What are Sarah S Moore's credentials?

Sarah S Moore holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Sarah S Moore located?

Sarah S Moore 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 Sarah S Moore charge for services?

Sarah S Moore'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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