Derek Alton Riddle
Investment adviser representative at Donaldson Capital Management LLC
11 yearsExperience
1 stateRegistered in
$3.5BFirm assets
31 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Donaldson Capital Management LLCMar 2021 to now
- TD Ameritrade Investment Management, LLCFeb 2018 to Jan 2021
- TD Ameritrade, Inc.Feb 2018 to Jan 2021
- ScottradeJan 2017 to Jan 2021
- Ss&c TechnologiesDec 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IN).
Donaldson Capital Management LLC
$3.5BAssets managed
1,838Clients
46Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5850534
- Firm CRD
- 106131