Matthew DonnellyCRD Number: 6015122
Current Firm: Principal Securities, Inc.
Matthew Donnelly (CRD# 6015122) is an Investment Advisor Representative working at Principal Securities, Inc. in Minneapolis, MN and has over 2 years of experience in the finance industry.
Phillip James Financial Company
Royal Alliance Associates, Inc.
|Grey Fox Financial Partners||Minneapolis, MN||Aug 2015 - Current||1|
|Prinicpal Life Insurance Company||Minnetonka, MN||May 2014 - Current||2|
|Princor Financial Services Corporation||Minnetonka, MN||May 2014 - Current||2|
|Transamerica Capital Inc.||Denver, CO||Jan 2012 - May 2014||2|
|Transamerica Capital Management||Denver, CO||Aug 2010 - Jan 2012||1|
|Dish Network||Littleton, CO||Jul 2010 - Aug 2010||< 1|
|Unemployed||Denver, CO||May 2010 - Jul 2010||< 1|
|University Of Wi Eau Claire||Eau Claire, WI||Sep 2006 - Jun 2010||3|
|Menards Inc.||Eau Claire, WI||Mar 2007 - Apr 2010||3|
|Edgerton School District||Edgerton, WI||Jun 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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