Marcus Bloom

from Donaldson Capital Management LLC
SEC regulated
Regulated Investment Advisor
Marcus Bloom is a financial advisor based in Indiana, Evansville, with 24 years of experience. Marcus currently works for Donaldson Capital Management LLC. Marcus maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Marcus Bloom works at Donaldson Capital Management LLC
Donaldson Capital Management LLC is a financial advisory firm based in Evansville, Indiana. It currently has approximately $2,310,717,134 of assets under management and employs about 58 people. Donaldson Capital Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and a percentage of fees under management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and a percentage of fees under management
Office location
20 Northwest First Street, Fifth Floor, Evansville, Indiana, 47708

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