Unclaimed Profile

Matthew Kyle Markle

DONALDSON CAPITAL MANAGEMENT LLC·EVANSVILLE, Indiana

Series 65Clean record16 years registeredDONALDSON CAPITAL MANAGEMENT LLC

20 NORTHWEST FIRST STREET, EVANSVILLE, IN 47708CRD# 5798810Firm CRD# 106131

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Kyle Markle · EVANSVILLE, IN

Registration

CRD #5798810 · DONALDSON CAPITAL MANAGEMENT LLC · 16 years registered

Brand Profile

Not yet started

Career History

DONALDSON CAPITAL MANAGEMENT LLC

Jun 2010 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 1, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DONALDSON CAPITAL MANAGEMENT LLC

CRD 106131 · SEC 801-48479

AUM

$2.7B

Regulatory assets under management

Employees

1,716 client accounts

Services offered by DONALDSON CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DONALDSON CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Kyle Markle offer?

Matthew Kyle Markle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in EVANSVILLE, Indiana for a consultation.

What are Matthew Kyle Markle's credentials?

Matthew Kyle Markle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Kyle Markle located?

Matthew Kyle Markle is based in EVANSVILLE, Indiana, working with DONALDSON CAPITAL MANAGEMENT LLC. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.

How does Matthew Kyle Markle charge for services?

Matthew Kyle Markle's firm is compensated through percentage of aum, hourly charges, other: a percentage of fees under management. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DONALDSON CAPITAL MANAGEMENT LLC?

DONALDSON CAPITAL MANAGEMENT LLC has approximately 61 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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