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Cfp Brandon Roop Crps
Cfp Brandon Roop Crps
VP of Investment Advisory & Sr. Investment Advisor | Donaldson Capital Management
Evansville, Indiana, United States
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.
Cfp Brandon Roop Crps
Work Experience
VP of Investment Advisory & Sr. Investment Advisor at
Donaldson Capital Management
November 2022 - Present
VP of Retirement Plan Services & Senior Investment Advisor at
Donaldson Capital Management
January 2021 - November 2022
VP of Institutional Services & Investment Advisor at
Donaldson Capital Management
January 2019 - January 2021
Sr. Portfolio Manager & VP of Institutional Services at
Donaldson Capital Management
October 2017 - January 2019
Portfolio Manager & Director - Institutional Services at
Donaldson Capital Management
July 2013 - October 2017
Portfolio Manager at
Donaldson Capital Management
October 2010 - June 2013
Trader at
ACES
May 2010 - October 2010
Physical Trader at
ACES
May 2008 - May 2010
Trading Analyst/Scheduler at
ACES
January 2007 - May 2008
Gas Associate at
ACES
May 2006 - January 2007
Intern at
Donaldson Capital Management
May 2005 - August 2005
Counselor at
Kanakuk
January 2004 - January 2004
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
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
*****@dcmol.com
*******@kanakuk.com
Colleagues
Chief Investment Officer & Senior Investment Advisor
President
Chief Investment Officer and Investment Advisor
Chief of Operations & Chief Compliance Officer
VP & Sr. Portfolio Mgr