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Alexander W Spainhoward

Investment adviser representative at Donaldson Capital Management LLC
10 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

10 years in the industry.

  1. Donaldson Capital Management LLCMay 2019 to now
  2. Northwestern Mutual Wealth Management CompanyNov 2017 to May 2019
  3. Northwestern Mutual Investment Services LLCMar 2017 to May 2019
  4. Lucas ChamberlainMar 2016 to May 2019
  5. William WagnerMar 2016 to May 2019

Designations

  • CFP® certification

Exams passed

  • 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
6624637
Firm CRD
106131
Advisor's SEC record (opens in a new tab)
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