Donaldson Capital Management LLC
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About this Advisor
Marcus Bloom is a financial advisor who works in Atlanta, Georgia with a total of 2 years of industry experience. Bloom is on the advisory team at Donaldson Capital Management LLC. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Signator Investors, Inc, Royal Alliance Associates, Inc, The Core Group, Marcus Bloom Sole Proprietor, Lifestyle Freedom Advisory Group, LLC, Donaldson Capital Management, LLC and Array Partners LLC. Bloom has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in Georgia. Donaldson Capital Management LLC is a financial advisory firm based out of Evansville, IN. The firm has offices in four locations and a total of 58 employees. It oversees $2 billion in assets under management across its 1,469 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm provides services to 43 charitable organizations. Of its 1,469 client accounts, 37% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fee schedules are based on the type of services offered. Fee types billed by Donaldson Capital Management LLC likely include some combination of asset-based, hourly and other fees.
Certifications and Registrations
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Donaldson Capital Management LLC Brokerage Details
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Marcus Bloom Work History
Marcus has been registered as a financial advisor for 2 years.*
Donaldson Capital Management, LLC
Lifestyle Freedom Advisory Group, LLC
Array Partners LLC
Royal Alliance Associates, Inc
Signator Investors, Inc
The Core Group
Transamerica Financial Advisors, Inc
Marcus Bloom Sole Proprietor
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Please visit the SEC profile of Marcus Bloom to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Donaldson Capital Management LLC
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