Mcdonnell Wealth Management, LLC
Mcdonnell Wealth Management, LLC (CRD# 164252) is a financial advisory firm headquartered in , . They manage $25,000,000 in 161 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management25MILLION
Total Number of Accounts161ACCOUNTS
Average Account Value$155,280
- 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
Joseph McDonnell (CRD# 4762380) is an Investment Advisor Representative working at Mcdonnell Wealth Management, LLC in Oak Forest, IL and has over 13 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.
Christopher McDonnell (CRD# 5710354) is an Investment Advisor Representative working at Mcdonnell Wealth Management, LLC in Oak Forest, IL and has over 8 years of experience in the finance industry.