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Marcus Jack Bloom

Donaldson Capital Management LLC

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About Marcus Jack Bloom

Marcus Bloom is an Investment Advisor Representative, with a current registration in Georgia. Marcus has worked in the financial services industry for over 20 years. Marcus is currently associated with Donaldson Capital Management LLC and has held previous positions with ROYAL ALLIANCE ASSOCIATES, INC., SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC and The CORE Group.

Firm Information

Marcus Bloom is currently registered with Donaldson Capital Management LLC. Donaldson Capital Management LLC is an investment advisor based in Evansville, Indiana. They manage over $2.6 billion in assets for a variety of clients, including individuals, charitable organizations, corporations, insurance companies, and pension funds. They offer a range of services including portfolio management, financial planning, and pension consulting. They also publish periodicals and conduct educational seminars. They are a wrap fee program participant.
Donaldson Capital Management LLC

20 NORTHWEST FIRST STREET

EVANSVILLE, IN 47708

$2.68B

Assets Under Management

4

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio and investment consultation services.

Portfolio and investment consultation services.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of fees under management

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Marcus Bloom’s Registration & Firm History

GA

10/05/2021 - Present

Donaldson Capital Management LLC (Atlanta GA)

GA

11/02/2018 - 01/30/2019

ROYAL ALLIANCE ASSOCIATES, INC. (ATHENS GA)

GA

05/13/2016 - 11/02/2018

SIGNATOR INVESTORS, INC. (ATHENS GA)

GA

05/14/2002 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (ATHENS GA)

AZ

02/23/2001 - 04/01/2002

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 03/25/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcus Jack Bloom.
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