DH
DH

Donald Joseph Hutchinson

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
877 clients
Average Client Portfolio
$4.4M average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$1M
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Location

10 East Main Street, Suite 110, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald is a director at Cookies for Kids Cancer and Cornea Research Foundation, both non-profit organizations. The filing does not indicate how much time Donald spends on these activities.

Employment History
Current Registrations
Goelzer Investment Management
June 2007 - Present · 18 yrs 8 mos
Previous Registrations
J. P. Morgan Securities INC.
September 2006 - May 2007 · 8 mos
Jpmorgan Securities INC
May 2004 - September 2006 · 2 yrs 4 mos
Salomon Smith Barney INC.
September 2002 - October 2002 · 1 mo
Merrill Lynch Pierce Fenner & Smith INC.
April 2002 - September 2002 · 5 mos
State Registrations4 states
AZINNETX
Advisor
Exams
No exam information available for this advisor.