Jace Alan roser Stieler
Investment adviser representative at Donaldson Capital Management LLC
13 yearsExperience
1 stateRegistered in
$3.5BFirm assets
31 yearsFirm in business
Are you Jace Alan roser Stieler? Claim your profile
Contact this firm
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
13 years in the industry.
- Donaldson Capital Management LLCApr 2023 to now
- Old National BankJun 2021 to Aug 2021
- Metronet Inc.Jun 2020 to Apr 2023
- Full-time StudentJul 2013 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7785933
- Firm CRD
- 106131