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Cfp Brandon Roop Crps

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Cfp Brandon Roop Crps

VP of Investment Advisory & Sr. Investment Advisor | Donaldson Capital Management

Evansville, Indiana, United States

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Cfp Brandon Roop Crps

Summary

Brandon Roop is a seasoned financial professional with a wealth of experience in investment advisory and financial planning. Currently serving as the VP of Investment Advisory at Donaldson Capital Management, he has dedicated his career to guiding clients towards financial peace and impactful living. With a robust background in customer service, investment management, and retirement income strategies, Brandon is adept at navigating the complexities of the financial markets. His academic credentials, including an MBA from Indiana University's Kelley School of Business and certifications in financial planning, further enhance his expertise. Beyond his professional pursuits, Brandon has a passion for mentoring and developing future leaders in the financial sector. He believes in the importance of building lasting relationships with clients, emphasizing a legacy of financial literacy and empowerment. Brandon's unique blend of analytical skills and interpersonal communication sets him apart in the competitive landscape of investment advisory.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Cfp Brandon Roop Crps

Work Experience

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VP of Investment Advisory & Sr. Investment Advisor at

Donaldson Capital Management

November 2022 - Present

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VP of Retirement Plan Services & Senior Investment Advisor at

Donaldson Capital Management

January 2021 - November 2022

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VP of Institutional Services & Investment Advisor at

Donaldson Capital Management

January 2019 - January 2021

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Sr. Portfolio Manager & VP of Institutional Services at

Donaldson Capital Management

October 2017 - January 2019

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Portfolio Manager & Director - Institutional Services at

Donaldson Capital Management

July 2013 - October 2017

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Portfolio Manager at

Donaldson Capital Management

October 2010 - June 2013

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Trader at

ACES

May 2010 - October 2010

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Physical Trader at

ACES

May 2008 - May 2010

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Trading Analyst/Scheduler at

ACES

January 2007 - May 2008

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Gas Associate at

ACES

May 2006 - January 2007

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Intern at

Donaldson Capital Management

May 2005 - August 2005

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Counselor at

Kanakuk

January 2004 - January 2004

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Cfp Brandon Roop Crps

Education

The College For Financial Planning , Chartered Retirement Plans Specialist Certification

January 2016 - January 2016

The College For Financial Planning , Cfp

January 2012 - January 2012

Kelley School of Business, Mba

January 2008 - January 2011

Wabash College, Bachelor Of Arts

January 2002 - January 2006

Arcadia University

January 2005 - January 2005

Castle HIgh School

January 1998 - January 2002

Frequently Asked Questions about Cfp Brandon Roop Crps

What is Cfp Brandon Roop Crps email address?

Cfp Brandon Roop Crps's primary email address is *****@dcmol.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Brandon Roop Crps work for?

Cfp Brandon Roop Crps is a VP of Investment Advisory & Sr. Investment Advisor at Donaldson Capital Management, a company specializing in Security brokers & dealers.

Where Cfp Brandon Roop Crps graduated from?

Cfp Brandon Roop Crps holds a degree in Retirement Planning from The College For Financial Planning .

How can I directly contact Cfp Brandon Roop Crps?

To contact Cfp Brandon Roop Crps directly, you can use the email address *****@dcmol.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Brandon Roop Crps?

Brandon Roop is a seasoned financial professional with a wealth of experience in investment advisory and financial planning. Currently serving as the VP of Investment Advisory at Donaldson Capital Management, he has dedicated his career to guiding clients towards financial peace and impactful living. With a robust background in customer service, investment management, and retirement income strategies, Brandon is adept at navigating the complexities of the financial markets. His academic credentials, including an MBA from Indiana University's Kelley School of Business and certifications in financial planning, further enhance his expertise. Beyond his professional pursuits, Brandon has a passion for mentoring and developing future leaders in the financial sector. He believes in the importance of building lasting relationships with clients, emphasizing a legacy of financial literacy and empowerment. Brandon's unique blend of analytical skills and interpersonal communication sets him apart in the competitive landscape of investment advisory.

Cfp`s contact details

mail

*****@dcmol.com

*******@kanakuk.com

Colleagues

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Cfp Kyle Markle

Chief Investment Officer & Senior Investment Advisor

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Joe Zabratanski

Chief Investment Officer and Investment Advisor

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Fpqp™ Ciavon Hartman

Chief of Operations & Chief Compliance Officer

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Rick Roop

VP & Sr. Portfolio Mgr

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