Joseph McDonnell (CRD# 4762380) is an Investment Advisor Representative working at Mcdonnell Capital Management in Oak Forest, IL and has over 20 years of experience in the finance industry. Joseph McDonnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcdonnell Wealth Management, LLC | Oak Forest, IL | Jun 2012 - Current | 11 |
| Joseph J. Mcdonnell, Cpa | Oak Forest, IL | Jan 1989 - Current | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2004 |
- IL
- IN
- TX
- VA
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts357ACCOUNTS
-
Average Account Value$298,271
- 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
IL, IN, TX, VA
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