Retirement Plan Advisors in Henderson County, KY
The top-ranked retirement plan advisors serving Henderson County, KY are Donaldson Capital Management LLC, Pettinga Financial Advisors, LLC and Freeman, Will & Niemeier, Inc.. We list 4 retirement plan advisors serving Henderson County, KY. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Henderson County, KY. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Henderson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Donaldson Capital Management LLC | SEC-registered investment adviser (CRD)#106131 | Evansville, IN (12 mi) | (812) 421-3211 |
| 2 | Pettinga Financial Advisors, LLC | SEC-registered investment adviser (CRD)#156369 | Evansville, IN (13 mi) | (812) 436-4000 |
| 3 | Freeman, Will & Niemeier, Inc. | SEC-registered investment adviser (CRD)#121628 | Evansville, IN (13 mi) | (812) 425-1030 |
| 4 | Lynch & Associates | SEC-registered investment adviser (CRD)#108326 | IN | (812) 853-0878 |
- DONALDSON CAPITAL MANAGEMENT LLCServes this area from Evansville, IN (12 mi)
#2Pettinga Financial Advisors, LLC
PETTINGA FINANCIAL ADVISORS, LLCServes this area from Evansville, IN (13 mi)#3Freeman, Will & Niemeier, Inc.
FREEMAN, WILL & NIEMEIER, INC.Serves this area from Evansville, IN (13 mi)#4Lynch & Associates
LYNCH & ASSOCIATES INCServes this area from IN
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Frequently asked questions
How many retirement plan advisors serve Henderson County?
We list 4 retirement plan advisors serving Henderson County, KY: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Henderson County?
The top-ranked retirement plan advisors serving Henderson County, KY are Donaldson Capital Management LLC, Pettinga Financial Advisors, LLC, Freeman, Will & Niemeier, Inc. and Lynch & Associates. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Henderson County are verified against official records?
4 of the top 4 match an active official record: Donaldson Capital Management LLC (U.S. Securities and Exchange Commission), Pettinga Financial Advisors, LLC (U.S. Securities and Exchange Commission), Freeman, Will & Niemeier, Inc. (U.S. Securities and Exchange Commission) and Lynch & Associates (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Henderson, Corydon, Robards, Spottsville, Anthoston