Dennis Donnelly (CRD# 6382105) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in El Segundo, CA and has over 9 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Adivsors LLC | St Cloud, MN | Jan 2022 - Current | 2 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jan 2022 - Current | 2 |
| Cetera Investment Services LLC | St Cloud, MN | Jan 2022 - Current | 2 |
| Cetera Advisor Networks LLC | Des Moines, IA | Jun 2021 - Current | 2 |
| First Allied Securities, Inc. | Des Moines, IA | Jan 2022 - Sep 2022 | < 1 |
| Voya Financial Advisors, Inc. | Des Moines, IA | Jan 2020 - Jun 2021 | 1 |
| Bancwest Investment Services | Des Moines, IA | Aug 2016 - Jan 2020 | 3 |
| Rw Baird & Company | West Des Moines, IA | Aug 2014 - Aug 2016 | 2 |
| New Castle Home Loans | Des Moines, IA | Mar 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
- IA
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.