MK
Matthew Kyle Markle
CRD 5798810
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Donaldson Capital Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Donaldson Capital Management Llc
Chief Investment Officer & Senior Investment Advisor · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗