Kenneth Donnelly (CRD# 1630286) is an Investment Advisor Representative working at Lexaurum Advisors in Overland Park, KS and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexaurum Advisors, LLC | Overland Park, KS | Sep 2019 - Current | 4 |
| The Donnelly Company | Lees Summit, MO | Jan 1995 - Current | 29 |
| Hd Vest Insurance Agency Inc. | Lees Summit, MO | Oct 2015 - Sep 2019 | 3 |
| H.d.vest Investment Services | Lees Summit, MO | Jul 2009 - Sep 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- MO
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Total Assets Under Management784MILLIONS
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Total Number of Accounts4,018ACCOUNTS
-
Average Account Value$195,184
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, DC, DE, FL, IA, IL, KS, LA, MD, MI, MN, MO, NC, NE, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI
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