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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $155,280
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Mcdonnell Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Joseph J. McDonnell
CRD#: 4762380
Oak Forest, IL
96
Wealthminder
score

Joseph McDonnell (CRD# 4762380) is an Investment Advisor Representative working at Mcdonnell Wealth Management, LLC in Oak Forest, IL and has over 12 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.

2
Christopher J. McDonnell
CRD#: 5710354
Oak Forest, IL
93
Wealthminder
score

Christopher McDonnell (CRD# 5710354) is an Investment Advisor Representative working at Mcdonnell Wealth Management, LLC in Oak Forest, IL and has over 7 years of experience in the finance industry.

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