Leeanne Michelle Lollar
Investment adviser representative at Donaldson Capital Management LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.5BFirm assets
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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
12 years in the industry.
- Donaldson Capital Management LLCSep 2022 to now
- LPL Financial LLCMar 2020 to Sep 2022
- Old National BankApr 2018 to Sep 2022
- J.W. Cole Advisors, Inc.Jul 2017 to Apr 2018
- J.W. Cole Financial, Inc.Jul 2017 to Apr 2018
- Voya Financial AdvisorsSep 2014 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
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
- 6020882
- Firm CRD
- 106131