Ronald Patberg, financial advisor Columbus IN
90 score

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 2
First Financial Bank Columbus, IN Oct 2009 - Feb 2014 4
Irwin Union Advisory Services, Inc. Columbus, IN Apr 1998 - Oct 2009 11

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
    1,056
    MILLIONS
  • Total Number of Accounts
    2,451
    ACCOUNTS
  • Average Account Value
    $430,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, FL, GA, IA, IL, IN, KY, MI, MO, NC, OH, PA, SC, TN, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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