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Anthony Markland Donnelly

Divvi Wealth Management

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About Anthony Markland Donnelly

Anthony Markland Donnelly is a financial advisor with Divvi Wealth Management. Anthony has been in the financial services industry for 20 years. He is a Certified Financial Planner® professional and holds the Series 7, Series 63, and Series 65 licenses. Anthony has experience with various financial services including financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Anthony Donnelly is currently registered with Divvi Wealth Management. Divvi Wealth Management is a financial advisory firm with approximately $64.85 million in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Divvi Wealth Management serves high-net-worth individuals, corporations, and individuals other than high-net-worth clients.

$64.85M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection of other advisors fees

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Anthony Donnelly’s Registration & Firm History

MO

06/06/2022 - Present

Divvi Wealth Management (NORTH KANSAS CITY MO)

MO

09/21/2018 - 04/01/2022

EDWARD JONES (LIBERTY MO)

MO

11/26/2010 - 09/20/2018

AMERIPRISE FINANCIAL SERVICES, INC. (Kansas City MO)

MO

08/06/2002 - 12/01/2010

EDWARD JONES (LIBERTY MO)

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Licenses & Designations

IA

Issued 01/26/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anthony Markland Donnelly.
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