Paul Donnelly, financial advisor Grand Blanc MI

Paul Donnelly

CRD Number: 5651876
Current Firm: State Farm Investment Management Corp.

Paul Donnelly (CRD# 5651876) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Grand Blanc, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Paul Donnelly Insurance Agency Commerce, MI Sep 2022 - Current < 1
State Farm Vp Management Corp Commerce, MI Sep 2022 - Current < 1
State Farm Vp Managment Corp. White Lake, MI Dec 2018 - Current 4
Paul Donnelly Insurance Agency White Lake, MI Dec 2018 - Current 4
State Farm Investment Management Corp Grand Blanc, MI Aug 2018 - Current 4
Paul Donnelly Insurance Agency Grand Blanc, MI Feb 2011 - Current 11
State Farm Vp Management Corp. Grand Blanc, MI Feb 2011 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2009
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Paul Donnelly
Phone Number: 800-447-0740
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    10,850
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,712,385,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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