Kyler Ray Wagner
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 LLCMay 2025 to now
- Fifth Third BancorpDec 2024 to May 2025
- Enterprise MobilityJun 2023 to Aug 2023
- Azzip PizzaFeb 2022 to Oct 2024
- Bfit GymAug 2021 to Jan 2022
- Sky ZoneNov 2019 to Jul 2021
- Shine On Car WashJul 2019 to Nov 2019
- Deaconess Sports ParkJul 2018 to Jul 2019
- UnemployedJun 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8105113
- Firm CRD
- 106131