Marvin J. Wright

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CRD#: 4100305

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marvin James Wright, CFP® was a registered financial professional .

Marvin is a previously registered financial professional and started their career in finance in 2000. Marvin had worked at 5 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Past

January 30, 2014 - March 4, 2026

DONALDSON CAPITAL MANAGEMENT LLC

RIA

CRD#: 106131

EVANSVILLE, IN

Past

December 20, 2007 - December 31, 2013

KCPAG FINANCIAL ADVISORS LLC

RIA

CRD#: 117491

EVANSVILLE, IN

Past

December 3, 2007 - December 31, 2013

SECURITIES AMERICA, INC.

CRD#: 10205

EVANSVILLE, IN

Past

March 9, 2000 - December 7, 2007

1ST GLOBAL ADVISORS INC

RIA

CRD#: 111133

EVANSVILLE, IN

Past

January 19, 2000 - December 7, 2007

1ST GLOBAL CAPITAL CORP.

CRD#: 30349

EVANSVILLE, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DONALDSON CAPITAL MANAGEMENT LLC

CRD#: 106131 / SEC#: 801-48479

RIA

Registered Investment Advisory firm - (2/10/1995 Approved)

Indiana

Registered Investment Advisory firm - (5/27/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/6/2005

General Securities Principal Examination

Current Firm

DONALDSON CAPITAL MANAGEMENT LLC

CRD#: 106131 / SEC#: 801-48479

RIA

Registered Investment Advisory firm - (2/10/1995 Approved)

Indiana

Registered Investment Advisory firm - (5/27/2003 Terminated)

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Contact information

Main Address

20 Northwest First Street Fifth Floor, Evansville, IN 47708

Mailing Address

Phone number

(812) 421-3211

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DCM PART 2 WRAP BROCHURE (3/24/2025)

DONALDSON CAPITAL MANAGEMENT FIRM BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,742
AUM (Assets Under Management)	$ 3,096,851,374

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marvin J. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

DONALDSON CAPITAL MANAGEMENT LLC

KCPAG FINANCIAL ADVISORS LLC

SECURITIES AMERICA, INC.

1ST GLOBAL ADVISORS INC

1ST GLOBAL CAPITAL CORP.

Primary Firm SEC Registration

DONALDSON CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/1999

Series 7

Date: 1/18/2000

Series 24

Date: 1/6/2005

Current Firm

DONALDSON CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DONALDSON CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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