Aiden McDonnell (CRD# 6799782) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Quincy, IL and has over 4 years of experience in the finance industry.
CRD# 4412949
Cwm, LLC
CRD# 6013179
Ipi Wealth Management, Inc.
CRD# 1100991
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2022 - Current | 2 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2020 - Current | 4 |
| Lpl Financial LLC | Boston, MA | Dec 2018 - Feb 2020 | 1 |
| O'connor Weatlh Management | Wheaton, IL | Nov 2018 - Dec 2018 | < 1 |
| Detalus Advisors | St. Louis, MO | Jan 2017 - Nov 2018 | 1 |
| Gem City Memorial | Quincy, IL | Jan 2013 - Jan 2017 | 4 |
| Firehouse Subs | St. Charles, MO | Sep 2014 - Dec 2016 | 2 |
| Hy-vee, Inc. | Quincy, IL | Jan 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2019 |
| S63 | Uniform Securities State Law Examination | Sep 2021 |
- IL
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- 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
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