MB
CFP
MB
CFP

Marcia Bloemendaal

36 Years of Experience
Palm Desert, CA
Broker

Marcia Bloemendaal is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Palm Desert, CA, with 36 years of industry experience. Marcia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

74-245 Highway 111, Suite E-101, Palm Desert, CA, 92260

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
July 2025 - Present · 10 mos
D.A. Davidson & CO.Broker
July 2025 - Present · 10 mos
Previous Registrations
Raymond James & Associates, INC.
September 2009 - July 2025 · 15 yrs 10 mos
Raymond James & Associates, INC.Broker
August 2009 - July 2025 · 15 yrs 11 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
August 2000 - June 2009 · 8 yrs 10 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1992 - July 1993 · 1 yr 3 mos
D.A. Davidson & CO.Broker
October 1991 - April 1992 · 6 mos
Dean Witter Reynolds INC.Broker
November 1989 - October 1991 · 1 yr 11 mos
State Registrations30 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.