George DonnerCRD Number: 3109401
Current Firm: Monarch Capital Management Inc.
George Donner (CRD# 3109401) is an Investment Advisor Representative working at Monarch Capital Management Inc. in Fort Wayne, IN and has over 18 years of experience in the finance industry.
Creative Financial Designs, Inc.
Transamerica Financial Advisors, Inc.
Monarch Capital Management Inc.
|Monarch Capital Management, Inc.||Fort Wayne, IN||Jun 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management323MILLIONS
Total Number of Accounts304ACCOUNTS
Average Account Value$1,063,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients