Ronald Patberg, financial advisor Columbus IN

Ronald Patberg

CRD Number: 4572062
Current Firm: Donaldson Capital Management LLC

Ronald Patberg (CRD# 4572062) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Columbus, IN and has 1 year of experience in the finance industry. Ronald Patberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Donaldson Capital Management, LLC Evansville, IN Feb 2014 - Current 10

Ronald Patberg has no recent exams reported.
Contact Info for Ronald J. Patberg
Phone Number: 812-421-3211
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,677
    MILLIONS
  • Total Number of Accounts
    1,716
    ACCOUNTS
  • Average Account Value
    $1,560,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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