This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

DONALDSON CAPITAL MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 24, 1991earliest registration or exam on IAPD

Years in industry

35derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Jul 24, 1991

First registration

Feb 17, 2000

Dual registered

no

IAPD individual key

2161447

• Occurred

  Apr 16, 2024
  Advisor changed firm

  Warren Albert Ward left Wwa Planning & Investments for Donaldson Capital Management Llc (registered 2024-03-25)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f030f82e-fe2d-0d00-853b-83ab3d234ef6

First observed

Feb 17, 2000

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.