LPL Enterprise
41yrs
Top advisor by experience in Columbus
19yrs
Suping Pan
Financial advisor at Donaldson Capital Management
Suping Pan has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Columbus, Indiana. Suping has been with Donaldson Capital Management since 2026; before that, Suping spent 19 years at IMC Advisors. Donaldson Capital Management offers financial planning, investment management, and private fund management and is paid through a percentage of assets and flat fees.
One of 78 advisors with offices in Columbus, and one of 65 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 22% by experience at Donaldson Capital Management
Office700 Washington St Suite 203, Columbus, IN 47201
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.68 million
Advisors at the firm46
States licensed ?1 state
Services through Donaldson Capital Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowDonaldson Capital Management LLCCurrent firm
- 2007 – 2026IMC Advisors, LLCPreviously
Contact Suping
(812) 421-3211Firm headquarters in Evansville, IN. Ask for Suping. 700 Washington St Suite 203Columbus, IN 47201Office · Get directions Facebook pageDonaldson Capital Management
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Questions to ask Suping
Tailored to Suping’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Suping
How do I contact Suping?
Call Donaldson Capital Management at (812) 421-3211 and ask for Suping Pan. Suping works from the Columbus, IN office.
How long has Suping been a financial advisor?
Suping has been in the industry since 2007, about 19 years. Top 22% by experience at Donaldson Capital Management.
What licenses does Suping hold?
Series 65. Tap any license on this page to see what it allows.
Is Suping a fiduciary?
Suping is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Suping paid?
Donaldson Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Suping for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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