WW
Warren A. Ward
DONALDSON CAPITAL MANAGEMENT LLC
Columbus, IN 47201
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CRD#: 2161447
WW
Professional summary
Warren Albert Ward, CFP® is a registered financial advisor currently at DONALDSON CAPITAL MANAGEMENT LLC located in Columbus, Indiana.
Warren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Warren has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of outside business or organization: First Presbyterian Church Address: 512 7th Street, Columbus, IN 47201 Title: Elder Description of business or organization: Religious Organization Description of duties or responsibilities: Provide guidance and oversight Start Date: 01/2022 - present Hours devoted to OBA monthly: 1 during trading hrs. / 5 during non-trading hrs. Professional Designations, Licensing & Exams: Certified Financial Planner - Mr. Ward received his CERTIFIED FINANCIAL PLANNER? designation from the Certified Financial Planner Board of Standards, Inc. ("CFP Board") in June 2001. Name of outside business or organization: Pro Musica DBA Columbus Indiana Philharmonic Address: 315 Franklin Street, Columbus, IN 47201 Title: Jazz Series Coordinator Description of business or organization: The mission of the Columbus Indiana Philharmonic is to connect people to diverse musical experiences that create memorable moments, embody inclusiveness, and embrace life's journey through music education, performances, and community events. Description of duties or responsibilities: Secure and promote Jazz musicians for monthly performance series. Start Date: 11/22 Hours devoted to OBA monthly: 0 during trading hours / 8 hrs. a month during non-trading hrs.
CRS (Client Relationship Summary) - RIA
Click below to view Warren Albert Ward's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
March 13, 2024 - Present
DONALDSON CAPITAL MANAGEMENT LLC
Office #1: 700washington Street Suite 203, Columbus, IN 47201RIA
CRD#: 106131
Columbus, IN
Past
October 7, 2015 - April 16, 2024
WWA PLANNING & INVESTMENTS
RIA
CRD#: 281159
COLUMBUS, IN
Past
September 21, 2005 - March 28, 2016
WARREN WARD ASSOCIATES, FINANCIAL PLANNING
RIA
CRD#: 121717
COLUMBUS, IN
Past
February 17, 2000 - June 13, 2005
LPL FINANCIAL LLC
RIA
CRD#: 6413
COLUMBUS, IN
Past
March 9, 1999 - June 13, 2005
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 3, 1996 - February 9, 1999
WEDGEWOOD PARTNERS, INC.
BD
CRD#: 21923
ST. LOUIS, MO
Past
May 3, 1996 - October 4, 1996
INDEPENDENT FINANCIAL SECURITIES, INC.
BD
CRD#: 19924
Past
July 14, 1995 - October 2, 1996
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
CLEVELAND, OH
Past
July 19, 1991 - July 14, 1995
RAFFENSPERGER, HUGHES & CO., INC.
BD
CRD#: 699
INDIANAPOLIS, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DC
DONALDSON CAPITAL MANAGEMENT LLC
DONALDSON CAPITAL MANAGEMENT LLC
CRD#: 106131 / SEC#: 801-48479
RIA
Registered Investment Advisory firm - (2/10/1995 Approved)Indiana
Registered Investment Advisory firm - (5/27/2003 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Indiana(3/13/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
DC
DONALDSON CAPITAL MANAGEMENT LLC
DONALDSON CAPITAL MANAGEMENT LLC
CRD#: 106131 / SEC#: 801-48479
RIA
Registered Investment Advisory firm - (2/10/1995 Approved)Indiana
Registered Investment Advisory firm - (5/27/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20 Northwest First Street Fifth Floor, Evansville, IN 47708
Mailing Address
Phone number
(812) 421-3211
Established
Firm type
Fiscal year end
# of Employees
65
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,742 |
| AUM (Assets Under Management) | $ 3,096,851,374 |
Red Flags
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Company Information
DONALDSON CAPITAL MANAGEMENT LLC
CRD#: 106131Columbus, IN 47201TRUST BUT VERIFY
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