Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Edward Donnelly is an investment advisor representative with Lexaurum Advisors, located in Overland Park, Kansas. Kenneth has been in the industry since 1987 and has experience with Waddell & Reed, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., H.D. Vest Investment Securities, Inc., and Avantax Investment Services, Inc. Kenneth's professional designations include Series 6, Series 63, and Series 65. Kenneth offers a range of services to clients including financial planning, pension consulting, and portfolio management. In addition to his role at Lexaurum Advisors, Kenneth is also the owner of The Donnelly Company, LLC, a tax preparation and accounting firm. Kenneth is committed to providing his clients with the highest quality of financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Monthly fee
1
2
KS
09/16/2019 - Present
Lexaurum Advisors (OVERLAND PARK KS)
MO
07/29/2009 - 10/01/2019
AVANTAX INVESTMENT SERVICES, INC. (LEES SUMMIT MO)
MO
04/25/2006 - 01/26/2009
WADDELL & REED, INC. (INDEPENDENCE MO)
MO
10/27/2004 - 04/24/2006
WADDELL & REED, INC. (INDEPENDENCE MO)
CT
01/01/2004 - 11/12/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
08/26/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
TX
08/02/1991 - 12/01/1999
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
08/08/1989 - 07/24/1990
PRIME INVESTORS, INC.
LA
06/11/1987 - 08/05/1989
HANOVER INVESTMENT SECURITIES, INC. (MADISONVILLE LA)
NA
02/25/1987 - 06/17/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
IA
Issued 08/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kenneth Donnelly is the right advisor for you? Invested Better is here to help.
