Matt Bernhardt

Associate Retirement Plan Advisor at Donaldson Capital Management - Evansville, Indiana, US

Matt Bernhardt's Colleagues at Donaldson Capital Management
Rick Roop

VP & Sr. Portfolio Mgr

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Kyle Markle

Chief Investment Officer & Senior Investment Advisor

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Greg Donaldson

Director of Portfolio Strategy

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Randy Alsman

Senior Investment Advisor

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Marvin Wright

Senior Portfolio Manager, partner

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Nathan Winklepleck

Portfolio Manager

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Brandon Roop

VP of Retirement Plan Services & Senior Investment Advisor

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Matt Bernhardt's Contact Details
Email (Verified)
***@dcmol.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
(812) 421-3211
Location
Evansville,Indiana,United States
Company
Donaldson Capital Management
Matt Bernhardt's Company Details

Donaldson Capital Management

Evansville, Indiana, US • 85 Employees
Investment Bank/Securities Brokerage

Serving wealth management clients, non-profits, and retirement plans since 1995. * * * * * * Donaldson Capital Management, LLC, is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Donaldson Capital Management, LLC, Form ADV Part 2A & 2B can be obtained by written request directly to: 20 NW 1st St#500, Evansville, IN 47708. Neither the information nor any opinion expressed it so be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice. This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this report.

Donaldson Evansville
Details about Donaldson Capital Management
Frequently Asked Questions about Matt Bernhardt
Matt Bernhardt currently works for Donaldson Capital Management.
Matt Bernhardt's role at Donaldson Capital Management is Associate Retirement Plan Advisor.
Matt Bernhardt's email address is ***@dcmol.com. To view Matt Bernhardt's full email address, please signup to ConnectPlex.
Matt Bernhardt works in the Investment Bank/Securities Brokerage industry.
Matt Bernhardt's colleagues at Donaldson Capital Management are Rick Roop, Kyle Markle, Greg Donaldson, Randy Alsman, Marvin Wright, Nathan Winklepleck, Brandon Roop and others.
Matt Bernhardt's phone number is (812) 421-3211
See more information about Matt Bernhardt